Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fisher Investments to Spin Off 401(k) Unit in July: Report
By John ManganaroThe news comes a little more than a week after Ken Fisher's RIA announced it sold a $3 billion stake.
June 24, 2024
Two Social Security Claiming Case Studies, One ConclusionWhile it's not true in every situation, the math shows that many people should wait to collect benefits.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 21, 2024
What Advisors Can Do for Gen Z Right NowMany started investing before age 20. They don't think they need you yet. But they will.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 20, 2024
Former FBI 'Most Wanted' Advisor Pleads Guilty to Fraud, Money LaunderingWilliam Jack Berg schemed to obtain investors' money under fraudulent pretenses, prosecutors said.
June 20, 2024
Fugitive Ex-Advisor Who Appeared on CNBC Arrested on Fraud ChargesJames Arthur McDonald Jr. allegedly lost over $30 million, then solicited millions from investors for a purported capital raise.