Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LUMINARIES 2023 Finalists: Community Impact — Individuals
By Michael S. FischerHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.
October 26, 2023
Social Security Child Benefits One Path to Ease Grandparents' Burden: StudyFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.
October 26, 2023
Raymond James Picks Up $3B Cetera-Affiliated Advisor TeamThe wealth management firm adds to its Financial Institutions Division with 50 professionals from Columbia Wealth Advisors.
October 25, 2023
Demand for RIAs Will Keep Growing, Schwab Execs SayToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
October 25, 2023
LPL Rolls Out Scaled-Down CFO Solution for AdvisorsThe Essentials program of strategic support is a lower-priced alternative to the firm's existing Premium offering.
October 25, 2023
Fintech Firm CAIS Launches Alternative Investment PlatformThe web-hosted software was designed to centralize and streamline fund workflows for advisors.
October 25, 2023
13 Scary Retirement Stats to Read in the Dark: 2023Many late-career Americans are grappling with a frightening lack of post-work preparedness.
October 25, 2023
8 Trends in Retirement Income PlanningShifting market dynamics and new products are changing the way advisors navigate the decumulation phase of retirement.