Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Adviser Investments to Merge With Ropes Wealth Advisors
By Jeff BermanThe combined entity will manage almost $15 billion in client assets after the deal closes.
May 16, 2023
Ex-Advisor, Minister, Gets 10 Years for Real Estate SchemeThe former CFP was ordered to pay $1.6 million in restitution after allegedly misleading clients on rental property investments.
May 15, 2023
10 Retirement Concerns of Small-Business OwnersA top concern for many business owners is what will happen to employees under new ownership.
May 12, 2023
Don't Panic! Social Security Isn't Going Away Anytime SoonWhile the program faces problems, fearful speculation can trigger undue panic and poor decisions.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.
May 11, 2023
Orion Launches ChatGPT Integration: Tech RoundupAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 10, 2023
Edward Jones Advisor Headcount Ticks UpThe firm added 78 advisors from a year earlier and said it will hire 1,500 by Dec. 31.
May 10, 2023
Half of U.S. Households at Risk of Retirement ShortfallEven those who plan prudently are at risk, CRR finds in a revamped survey.