Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
KKR to Buy Janney Montgomery Scott From Penn Mutual
By John ManganaroJanney will become a standalone private company that will continue to operate independently.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.
July 19, 2024
The Benefits of Using Financial Education, and How to Implement ItTo leverage enhanced client education to grow your firm, it needs to be put into practice.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 18, 2024
Most Americans Think There's a 'Retirement Crisis' — But Not for ThemselvesIn a new survey, many said the U.S. was facing a crisis while also feeling OK about their own situations.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.