Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Expands Business Support, Tech Services
By John ManganaroBy year-end, the IBD plans to expand its offerings to 20 services from 14.
August 09, 2024
What 3 Advisors Make of Wall Street's Wild WeekProfit-taking is normal and healthy, but it can spark short-term fears about what comes next,
August 09, 2024
Buy the Dip: 7 Ways to Take Advantage of Market DropsWith appropriate guardrails, a market drop can be a good time to buy into certain investments.
August 08, 2024
Debate: Were Texas Courts Right to Pause DOL Fiduciary Standard?The injunction applies to both the investment advice fiduciary standard itself and amendments to PTE 84-24.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 08, 2024
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0The agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 08, 2024
Bullish Advisor Sentiment Collides With Market VolatilityIn a recent survey, only 9% of respondents said they expected a correction, though volatility concerns ran high.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.