Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wall Street's Seismic Shift Propels Dallas Ahead of Chicago, LA
By Shelly HaganFinancial and investment analysts, though, average $102,000 a year in Texas, 30% less than the going rate in New York.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 26, 2023
Secure 2.0 Is Turning 1, and There Are More Changes to ComeA number of provisions go into effect in January to help balance saving with more immediate priorities.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.
December 26, 2023
10 Can't-Miss Retirement Podcast Episodes From 2023Looking for something to listen to on the road this week? These episodes are well worth your time.
December 21, 2023
4 Big Retirement Savings Problems, and How to Fix ThemAmong the biggest hurdles in the U.S. system: A person's readiness is disproportionately affected by household income.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.