Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
No, Social Security Shouldn't Invest in Stocks: Researchers
By John ManganaroExperts say there are strong arguments on both sides, but the bigger concern is whether it's too late.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
July 07, 2023
Barred Broker Accused of Bilking Gold Star Families as Army CounselorThe ex-broker is accused of defrauding 24 families; also on Friday, FINRA expelled his former BD.
July 07, 2023
Why 1966 Was the Worst Year to Retire (and Why It Matters in 2023)The difficulty experienced by retirees between 1966 and 1995 is the basis of the 4% withdrawal rule, explains Wade Pfau.
July 07, 2023
Raymond James to Reorganize Employee Advisor ChannelThe shifts aim to bring more "leadership alignment" to Raymond James & Associates and Alex. Brown, the firm says.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 06, 2023
LPL Veteran Returns to Lead Strategic Business DevelopmentJeremy Holly is back after a two-year stint at SageView Advisory Group.
July 06, 2023
Cerity Partners Adds UHNW Firm in New YorkAJ Wealth manages over $2 billion in assets and specializes in family office services.