Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Help Clients With Make-or-Break Social Security Claiming Decisions
By John ManganaroThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
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.
May 10, 2023
Social Security Clawback Nightmare Hints at Far Bigger Problems: KotlikoffThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.
May 10, 2023
Where Did All the Organic Growth Go?The rapid growth of the RIA market has led to advisor complacency on marketing, and cracks are starting to show.
May 10, 2023
8 Reasons Advisors Are Worth Their Fees: RussellRussell Investments lays out, with plenty of numbers, how advisors can give clients what they pay for.