Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Women in Their Early 60s Want Annuities More Than Men Do: Study
By Michael S. FischerThey're less likely than men to discuss annuities with advisors but more likely to want them, data shows.
August 01, 2023
How a Loss-Proof ETF Can Factor Into Retirement PortfoliosWhile not appropriate for all investors, a new class of buffer ETFs has features potentially attractive to retirees.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 31, 2023
7 Top Giving Trends Among UHNW FamiliesThe wealthiest clients want to feel more connected with their causes and engage in more purposeful philanthropy.
July 28, 2023
LPL Advisor Headcount Hits New HighThe firm expects another strong recruiting quarter ahead, CEO Dan Arnold says.
July 28, 2023
The Retirement Planning 'Blind Spots' Money Can't EliminateMany people assume transitioning to retirement will be simple once their finances are in order. That's a mistake.
July 28, 2023
Give Small-Business Owners More Than 'the Number'Business owners need financial guidance throughout the business life cycle, not just when they are looking to sell.
July 28, 2023
Judge Throws Out RIA's Poaching Suit Against CambridgeColonial River Wealth Advisors alleged the BD helped an advisor poach back her clients after selling the firm.