Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
April 09, 2024
Carson Steps Down as CEO of Carson GroupBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 07, 2024
12 Questions to Ask Wealthy Clients & Prospects Who Love ArtHere's how you can be more engaging in conversations about art with current and prospective clients.
April 07, 2024
5 Ways to Save Social SecurityFor Biden and Trump, the issue of how to reform Social Security could prove critical in the 2024 presidential election.
April 05, 2024
Ameritas Adds Pontera's 401(k) Management PlatformAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.
April 05, 2024
Ex-Ameriprise Advisor Awaits Sentencing in $1.2M Fraud CaseThe Texas-based planner pleaded guilty to defrauding clients; she used money to buy a house and shotgun.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.