Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisor Charged With Defrauding Clients in Annuity Switching Scheme
By Jeff BermanClients incurred over $640,000 in surrender charges, according to the SEC.
March 21, 2023
Pandemic-Era Debt Weakened Retirement ReadinessA new paper finds a correlation between short-term debt problems and preparedness for retirement.
March 20, 2023
More Retirees to Face Taxes on Their Social Security Benefits This YearCurrent income thresholds aren't adjusted for inflation, leading some advocacy groups to call for reform.
March 20, 2023
Jamie Hopkins: SVB Collapse Is Wake-Up Call on Cash ManagementWhere should clients park their cash, and how much cash is too much?
March 17, 2023
Building Retirement Income Requires More Than Monte Carlo WizardryWhile they can be useful, Monte Carlo analyses don't factor in the psychological aspects of retirement income planning.
March 17, 2023
9 Strategies for Clients Stuck in Student-Debt Limbo: Advisors' AdviceWhat's the best approach on college loans as the Supreme Court considers President Biden's student debt relief plan?
March 16, 2023
Financial Confidence Is Up for Women of Color, but Retirement Readiness Still LagsThese women are generally hungry for more financial advice and support, Edelman Financial Engines finds.
March 16, 2023
'Is My Money Safe?' What 7 Advisors Are Telling Clients — Advisors' AdviceEven though bank deposits and BD assets are well-protected from institutional failure, clients may still have concerns.