Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Waiting to Fix Social Security Just Increases the Pain, GAO Warns
By John ManganaroThe earlier the course correction, the more gradually changes can be phased in, giving workers time to adjust.
May 17, 2023
Kotlikoff Joins Laffey Presidential Campaign as Chief Economic AdvisorCampaign leaders say the economist will help present a vision that will resonate with voters of all stripes.
May 17, 2023
New Law Firm Offers Flat-Fee Service for Advisors in Retirement SpaceFounding partner Bonnie Treichel says Endeavor Law offers flat-fee solutions for legal issues normally billed hourly.
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.
May 16, 2023
How to Help Clients With Make-or-Break Social Security Claiming DecisionsThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
May 16, 2023
Ex-Advisor, Minister, Gets 10 Years for Real Estate SchemeThe former CFP was ordered to pay $1.6 million in restitution after allegedly misleading clients on rental property investments.
May 12, 2023
Don't Panic! Social Security Isn't Going Away Anytime SoonWhile the program faces problems, fearful speculation can trigger undue panic and poor decisions.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.