Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 'Good News, Bad News' Social Security Survey Findings
By John ManganaroGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 22, 2023
Beware of These 10 Common Financial Advisor MistakesThese blunders not only ruin a client's experience, but they can harm the industry's image, Howard Lashner says.
August 22, 2023
Joe Duran Plots a Return to RIA WorldThe ex-United Capital CEO is weighing his options and "nothing has been decided," a Duran spokesman says.
August 22, 2023
10 Annuity Tax Facts Advisors Should KnowYour clients are bound to have tax questions as annuity sales boom.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
These 'Good' Investing Behaviors Can Drag Down Performance: MorningstarA combination of poor timing and bad luck can cause otherwise virtuous investment activities to dent performance.