Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Social Security Child Benefits One Path to Ease Grandparents' Burden: Study
By John ManganaroFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.
October 25, 2023
LPL Rolls Out Scaled-Down CFO Solution for AdvisorsThe Essentials program of strategic support is a lower-priced alternative to the firm's existing Premium offering.
October 25, 2023
Fintech Firm CAIS Launches Alternative Investment PlatformThe web-hosted software was designed to centralize and streamline fund workflows for advisors.
October 24, 2023
Jamie Hopkins: Here's One Surefire Way to Boost Retirement ConfidenceEvidence from a recent survey shows investors with written retirement plans are more confident than those without.
October 24, 2023
This Tool to Keep Clients From Going Broke in Old Age Looks More Attractive Than Ever, Advisor SaysHigh interest rates make makes QLACs look more attractive than they have in decades, advisor Joe Opiela says.
October 24, 2023
7 Client Portfolio Nightmares, Resolved: Advisors' AdviceAdvisors told us how they stopped these petrifying portfolio blunders from haunting their clients.
October 24, 2023
LPL Adds Tax Planning Service for AdvisorsThe offering pairs the firm's tax professionals with advisors to create proposals to improve clients' financial outcomes.
October 23, 2023
J.P. Morgan Wealth to Add Support for Branch-Based AdvisorsThe company is also adding a fourth divisional head as it restructures the wealth management division.