Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Gaming the System in Annuity Illustrations
By David BlanchettIt is incredibly important for consumers and advisors to understand the expected index performance and chosen crediting strategy.
February 01, 2024
Raymond James to Pay Fine in Oregon Over High CommissionsThe penalties and restitution come after the firm agreed to a $13 million multi-state settlement last year.
February 01, 2024
Mariner Wealth Buys 2 Firms With $100BWith its acquisition of AndCo Consulting and Fourth Street Performance Partners, Mariner will launch an institutional channel.
February 01, 2024
Joe Duran's Rise Growth Wins $250M Backing From New Capital PartnerDuran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.
February 01, 2024
AllianceBernstein Tweaks UHNW Advisors' Title, ProgramThe business plans to grow its client base through more "bespoke solutions" targeting the wealthy.
January 31, 2024
Repeal Income Tax on Social Security? What Retirement Experts Think of New BillIs the You Earned It, You Keep It Act realistic? Marcia Mantell, Michael Finke and others weigh in.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 31, 2024
The 401(k): Now So Much More Than a Retirement PlanThese accounts are becoming far more flexible thanks to the Secure Acts, "401(k) Lady" Jeanne Sutton tells ThinkAdvisor.