Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Medicare Recipients Face Significantly Higher Projected Costs: EBRI
By John ManganaroThe accelerated pace of health care cost inflation struck retirees yet again in 2022.
February 09, 2023
Alan Moore to Step Down as AdvicePay CEOThe company's co-founder will shift to executive chairman of the board.
February 09, 2023
Latest LPL Service for Advisors: Partial Book SalesAdvisors who need a quick way to reduce the size of their practices can now shift clients to LPL Financial.
February 09, 2023
Calls Grow for IRS to Address Secure 2.0 Error Threatening Catch-Up ContributionsRetirement industry groups say the IRS should issue temporary clarifying guidance as Congress might not act quickly enough.
February 09, 2023
Build, Buy or Partner: What's the Best Way for Advisors to Scale?DeVoe & Co.'s Doug Johnson and Alera Group's Tina Hohman discuss how to provide the services clients demand.
February 09, 2023
Asset-Map Closes on $6M Funding Round: Tech RoundupAlso, Conquest Financial's planning tech platform raised $18 million from firms including Fidelity, BNY Mellon and RBC.
February 09, 2023
Cetera Takes Minority Stake in $1.7B FirmThe BD/RIA has made a strategic investment in Overland Park, Kansas-based Prosperity Advisors.
February 09, 2023
11 Ways Advisors Can Be Smarter About GrowthBefore adding more clients and assets, make sure your firm is actually ready to grow, Michael Kitces says.