Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Paul Quaranto Jr. Elected to Chair ACLI Board
By John ManganaroThe group also announced the appointment of leaders from across the annuity industry to its 2024 slate.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 27, 2023
The Math on Retirement Health Care Costs Is Scarier Than It LooksAn apparent flattening of costs incurred by Medicare doesn't necessarily translate to individuals, Ron Mastrogiovanni says.
September 27, 2023
Wealthspire to Buy $3B RIAThe acquisition will expand Wealthspire's East Coast footprint, the firm says.
September 27, 2023
How to Get Tax Breaks, Tap Retirement Accounts After a Natural DisasterAmericans dealing with disasters may be eligible for tax deductions, deferred deadlines or penalty-free withdrawals.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 26, 2023
Former Football Star and Morgan Stanley Rep Gets FINRA PenaltyWilliam Donovan Ard, a onetime NFL guard, allegedly mismarked orders and used an unapproved cellphone for client communications.