Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New Ways to Help Clients Move Beyond the 60/40 Portfolio
By Matt KaufmanOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 28, 2024
Social Security Funds Will Last Until 2034: CBOThe agency's new annual projection adds one year to Social Security's solvency outlook.
August 28, 2024
7 New Findings on Workers' Retirement Account Balances: FidelityWhile investors have had to navigate volatility, markets have propelled balances higher in 2024. But can that last?
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 27, 2024
SEC Charges Firm, CEO With Bilking Hundreds of ClientsThe firm promised guaranteed investment returns and 100% capital protection, the agency says.
August 27, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning ToolsThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
August 26, 2024
Fearmongering Over Retirement 'Ruin' Misses the Point: BlanchettA recent news headline warning of catastrophic risks in a popular strategy ignores an important truth, he says.
August 23, 2024
Ex-Edelman Advisor Sues Over Non-Solicitation RulesThe financial professional contends that the provisions are void under California law.