Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
July 24, 2024
7 Signs Retirement Savers Have Grown More SophisticatedA higher percentage of Americans say their individual financial situation warrants consulting with an advisor.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.
July 24, 2024
$1B Group Joins LPL Financial From OsaicInvestment Advisors Financial Group has 22 advisors and is based in New Jersey.
July 24, 2024
8 Fast-Growing Expenses for Retirees, RankedAll Americans are confronting inflation, but seniors have faced a particularly pernicious price crunch since 2010.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.
July 23, 2024
Wells Fargo Profiled Customers, Fired Banker AllegesThe bank retaliated, Thomas Davis claims, after he reported that managers wanted prospects assessed by race and appearance.
July 23, 2024
Are You the First Person Your Clients Call?Be the go-to professional in your client's life, advises Anand Sekhar of Fidelity Institutional.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.