Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
September 30, 2024
LPL Names Cheri Belski Head of Investment Management SolutionsCheri Belski is tasked with leading investment efforts across LPL's research programs, investment products and advisory platforms.
September 30, 2024
Steward Partners Promotes 3 Senior LeadersJeff Gonyo will head wealth management, while Kirstie Eustace becomes chief administrator and Maria Condon chief of staff.
September 30, 2024
Elevation Point Nabs Ex-Dynasty Exec as COOCaitlin Douglas will oversee the optimization of the new RIA firm's growth and recruiting strategies.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.
September 27, 2024
Ameriprise Advisor Sued by Client's Estate Over Annuity SwitchThe client told her children she felt pressured to transfer assets into the new annuity, the suit alleges.
September 26, 2024
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.
September 26, 2024
Fired BNY Advisor Claims Age DiscriminationThe advisor says a manager made ageist remarks and dismissed him despite his consistently strong performance.
September 26, 2024
Good News & Bad News: 8 New Findings About Retirement ReadinessA Goldman Sachs report offers both encouraging and worrying signs about planning in the United States.