Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and Probate
By John ManganaroAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.
August 15, 2023
Tax Watchdog Says IRS Botched Oversight of Taxpayer RecordsA new report suggests the IRS has mishandled and misplaced key tax records and sensitive information for individuals and businesses.
August 15, 2023
RIA Aims to Expand Access to UHNW InvestmentsNewEdge focuses on investing in structured notes, for instance, and creating strategies that use them.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
There's No Auto-Pilot Setting for RetirementMarket volatility, inflation and the many challenges associated with life after work mean constant adjustment is needed.
August 14, 2023
Webcast to Zoom in on Client Engagement, Business GrowthThursday's free webcast, sponsored by eMoney Advisor, will feature speakers including Absolute Engagement CEO Julie Littlechild.
August 14, 2023
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFBThe 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.