Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Nitrogen, FMG Team Up on New Marketing Solution for Advisors
By Jeff BermanThe marketing solution will help advisors leverage Nitrogen's lead-generation tools within FMG's platform, the companies said.
June 26, 2023
This Retirement Health Care Expense Can Bankrupt Even Wealthy ClientsLong-term care costs have reached eye-popping heights, and using Medicaid can have steep consequences, David Blanchett warns.
June 26, 2023
5 Small Portfolio Fixes That Make a Big Difference: Advisors' AdviceAdvisors describe minor adjustments that added thousands or millions to clients' holdings.
June 23, 2023
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won'tDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 22, 2023
Advisor Group's New Name Gets Mixed ReviewsSome say Osaic sounds modern and fresh, while others liken it to the name of a drug.
June 22, 2023
New Bill Targets Social Security Work Disincentives for Disabled AmericansThe legislation's sponsors say Americans with disabilities should not lose out on their benefits just for seeking to work.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
June 22, 2023
Advisor Interest Rising in ChatGPTAlmost 60% of advisors use or are interested in testing out AI technology, new SmartAsset data shows.