Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Raymond James Names New Head of Advisor Inclusion Networks
By Jeff BermanSamantha Trebesch will be head of the networks, which were led earlier by Renée Baker.
June 27, 2023
Nitrogen, FMG Team Up on New Marketing Solution for AdvisorsThe marketing solution will help advisors leverage Nitrogen's lead-generation tools within FMG's platform, the companies said.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 27, 2023
Ignore These Advisor Succession Trends at Your Own PerilA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
June 26, 2023
This Retirement Health Care Expense Can Bankrupt Even Wealthy ClientsLong-term care costs have reached eye-popping heights, and using Medicaid can have steep consequences, David Blanchett warns.
June 26, 2023
5 Small Portfolio Fixes That Make a Big Difference: Advisors' AdviceAdvisors describe minor adjustments that added thousands or millions to clients' holdings.
June 23, 2023
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won'tDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 22, 2023
Advisor Group's New Name Gets Mixed ReviewsSome say Osaic sounds modern and fresh, while others liken it to the name of a drug.