Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
October 15, 2024
Ameriprise Says LPL Urged Advisor to Improperly Lure ClientsLPL's "regular pattern and practice is to encourage recruits to violate their contractual agreements," Ameriprise alleges.
October 15, 2024
Stone Point Returns as Kestra's Top Private Equity BackerStone Point first invested in Kestra in 2016 and later sold its minority share to Oak Hill Capital.
October 14, 2024
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel CrosbyFinancial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.
October 14, 2024
Alicia Munnell to Step Down From Center for Retirement ResearchMunnell will step down as director at year-end after more than two decades of leadership.
October 11, 2024
IRS Provides Tax Relief to Hurricane Milton Victims in FloridaTaxpayers in affected areas have until May to file various federal returns and make certain tax payments.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
Social Security's 2025 COLA Helps, but Seniors Still Face Cost-of-Living CrisisOne analyst observes that the 2.5% monthly benefit increase, while welcome, won't even cover a week of groceries.
October 10, 2024
Social Security COLA for 2025 Set at 2.5%The annual COLA is based on inflation data for the third quarter, through September.
October 09, 2024
XY Planning Network Marks 10th AnniversaryThe network has proven that serving younger clients is "not only viable, it's profitable," says CEO Alan Moore.