Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Are Afraid to Retire, and That's a Problem
By Jane Wollman RusoffBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 26, 2024
Fearmongering Over Retirement 'Ruin' Misses the Point: BlanchettA recent news headline warning of catastrophic risks in a popular strategy ignores an important truth, he says.
August 23, 2024
Ex-Edelman Advisor Sues Over Non-Solicitation RulesThe financial professional contends that the provisions are void under California law.
August 22, 2024
Sky Is the Limit for Ambitious RIAs: Burt WhiteThe CEO discusses what's next for Carson Group and how advisors can break down barriers to growth.
August 22, 2024
Jamie Hopkins Named Chief Wealth Officer of WSFS BankThe former Carson Group executive will direct wealth business initiatives at Bryn Mawr Trust's parent company.
August 22, 2024
Edward Jones Taps U.S. Bank for Client Checking and Credit ServicesEdward Jones' deepening relationship with U.S. Bank aims to enhance saving, spending and borrowing capabilities for clients.
August 22, 2024
Want Your Clients to Invest More? Educate Them, Ex-NFL Linebacker SaysBrandon Copeland talks to ThinkAdvisor about financial mistakes, missing football and why he doesn't want to be an advisor.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.