Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge Service
By Jane Wollman RusoffIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 26, 2024
Fisher Investments to Spin Off 401(k) Unit in July: ReportThe news comes a little more than a week after Ken Fisher's RIA announced it sold a $3 billion stake.
June 25, 2024
Here's How Much Americans Think They'll Need to Retire: SurveyThe savings goal identified in a new Schroders survey, while high, is actually lower than some prior studies.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 21, 2024
What Advisors Can Do for Gen Z Right NowMany started investing before age 20. They don't think they need you yet. But they will.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.