Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
August 07, 2024
LPL Adds Ex-BofA Advisor in TexasAlberto Francis, a former tennis player, has joined its high-net-worth-focused employee affiliation model in Houston.
August 06, 2024
Advisors Made Trades as Retail Investors Struggled to Log OnFinancial professionals appeared to have better luck with brokerage platforms than did invetors during Monday's market turmoil.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 06, 2024
TIAA, Morningstar Accused of Funneling Assets to Proprietary ProductsPlaintiffs say the two firms improperly steered retirement plan investors toward profitable in-house vehicles.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 05, 2024
'As an Industry, We Can Do Better' for Clients, RIA Says"Wall Street uses tricks to fool customers," Merrill advisor turned RIA Christopher Manske says.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.