Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won't
By John ManganaroDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
June 22, 2023
Advisor Interest Rising in ChatGPTAlmost 60% of advisors use or are interested in testing out AI technology, new SmartAsset data shows.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.
June 22, 2023
New Study Ties Lack of Advisor Diversity to Local RacismMarkets showing greater animosity toward Black people have lower levels of Black advisor representation, research shows.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.