Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Supernerds: Ramsey's Been Wrong on Retirement Income for a Decade, but It Matters More Today
By John ManganaroMillions of boomers could see their retirements derailed by following his risky advice, Blanchett, Finke and Pfau say.
February 05, 2024
The Biggest Roadblock Keeping Wealthy Investors From Hiring an AdvisorDIY investors are increasingly looking for advice, but one big concern is giving many of them pause, Cerulli finds.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
February 02, 2024
6 New Findings on How (and How Much) CFPs Are PaidCFPs earn 12% more than other planners and report high career satisfaction, a new CFP Board survey finds.
February 02, 2024
LPL Advisors Add $100B in New Assets in 2023Recruited assets for the year totaled $80 billion.
February 02, 2024
Know the Risks: Using Your Clients' 401(k) LoginsHelping clients manage their retirement accounts this way comes with big risks, David Goldman of Pontera says.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
February 02, 2024
Gaming the System in Annuity IllustrationsIt is incredibly important for consumers and advisors to understand the expected index performance and chosen crediting strategy.