Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Social Security Claiming: The Case of the High-Earning Husband
By John ManganaroIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 08, 2024
Advice for NFL Players, From a Financial Advisor Who's Been ThereEx-NFLer Walter Stith of Morgan Stanley discusses young players' challenges and why he's rooting for the 49ers.
February 08, 2024
IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial AbuseA woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
February 07, 2024
The Big Retirement Question Many Advisors OverlookRetirement can be full of adventures and new experiences, but only if the right plans are in place.
February 07, 2024
Advisors Tap Into Personalized Content Marketing, With AI Help: StudyNext-generation technology can contribute to meeting clients' high-touch expectations, Broadridge research found.
February 07, 2024
Raymond James Rolls Out Paraplanning ServicesIts indie advisors can access paraplanners at the firm's home office on an hourly basis or more comprehensively.
February 07, 2024
Model Portfolio Growth Stalling While SMAs Gain Favor: ReportConcerns about underperformance and fees, combined with the need for more customization are behind the shift, Escalent says.
February 07, 2024
12 Filing-Season Tax Facts for 2024These must-knows can help you answer clients' questions and get them organized.