Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 in 5 Gen Xers With 401(k)s Worry They'll Be Poorer in Retirement: Cerulli
By Michael S. FischerTwo-thirds have less than $100,000 in retirement savings, and 58% don't have an advisor, a study finds.
September 19, 2025
Is It Ever the Right Time to Stop Saving for Retirement?You may be surprised by what these three retirement planning experts have to say.
September 18, 2025
How Cetera Is Meeting the Retirement Plan MomentJerry Patterson is leveraging 25 years of experience on the recordkeeping front to help build the firm's workplace business.
September 18, 2025
The Dangers of Being ‘Too Nice’ to ClientsFar too many advisors see themselves as relationship managers or salespeople who fail to push back as needed.
September 17, 2025
Advisors Nudge Retirement Investors Into Riskier Portfolios, Study FindsAdvisor use, CRR finds, is associated with less safe allocations for average clients — likely to their benefit.
September 17, 2025
A Flat Social Security Benefit Could Save the System — Or Threaten ItOther developed nations use a flat public pension formula. Would it work in the U.S.?
September 17, 2025
Former CNBC Editor Clarifies Controversial Posts About Charlie Kirk, TrumpJim Pavia said he wasn’t aware Kirk had died when commenting about his shooting in a personal chat.
September 12, 2025
MarketCounsel Denies Ties to Jim Pavia After Social Media PostsTrump supporters are targeting the compliance firm over Pavia’s inflammatory comments after Charlie Kirk was shot.