Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
9 Weird Facts About Social Security's Retirement Earnings Test
By John ManganaroUnderstanding earnings test rules can help clients tailor claiming strategies when "working in retirement" is on the table.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
U.S. Heading From Retirement 'Crisis' to Retirement 'Catastrophe': AllianzMarket volatility and recurring financial crises are making the already difficult process of retirement planning even more challenging.
June 01, 2023
How the Fastest-Growing Advisory Firms Are Different, in 7 ChartsNew research from Nitrogen looks at how firms think about risk, competition and client acquisition.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.
May 31, 2023
AI Chatbots Don't Understand AnnuitiesOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.