Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Pass Down an IRA
By Roger WohlnerEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 13, 2024
Mark Tibergien: 7 Big Mistakes for Growing RIAs to Avoid"Simply being bigger isn't always better," the Pershing Advisor Solutions CEO turned consultant says.
May 13, 2024
BlackRock Takes Minority Stake in Advisor Marketing StartupLacy Garcia's Willow will use the funds to offer "Advisor for Women" and "Advisor for NextGen" certificates.
May 10, 2024
JPMorgan Asks Court to Halt Ex-First Republic Advisors' Recruiting Loan FightJPMorgan subsidiaries and 16 advisors are sparring over loans from the defunct bank tied to recruiting bonuses.
May 09, 2024
Integrated Partners Names New PresidentAndree Mohr, Integrated Partners' chief implementation officer, will take on the role of president.
May 09, 2024
Social Security Claiming: The Case of the 11-Year Age GapIn this couple, the wife is not only much younger but expected to live longer. How can they optimize their benefits?
May 08, 2024
LPL Closes Acquisition of $5B Wealth BusinessSo far, about 125 Crown Capital advisors have been moved to LPL's platform.
May 08, 2024
Fidelity Sales Practices Violated Reg BI, Advisor Says in Whistleblower SuitThe firm pressured advisors to sell managed money and other products over low-cost funds, the suit says.