Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Social Security 2025 COLA Estimate Climbs to 3%
By John ManganaroThe Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
April 09, 2024
Carson Steps Down as CEO of Carson GroupBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 07, 2024
12 Questions to Ask Wealthy Clients & Prospects Who Love ArtHere's how you can be more engaging in conversations about art with current and prospective clients.
April 07, 2024
5 Ways to Save Social SecurityFor Biden and Trump, the issue of how to reform Social Security could prove critical in the 2024 presidential election.
April 05, 2024
Ameritas Adds Pontera's 401(k) Management PlatformAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.
April 05, 2024
3 Ways to Boost Your Services — and Your Advisory FeesAdvicePay found that in 2023, average pricing for monthly subscriptions was $265, a 6% year-over-year increase.