Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Merrill Names New Private Wealth Head
By Jeff BermanLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.
February 24, 2023
Ex-Advisor Who Tried to Flee Prosecution Sentenced to 9 YearsSteven Xigoros of Massachusetts defrauded clients of more than $4.3 million and failed to pay taxes, prosecutors said.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 23, 2023
Why a Federal Court Ditched DOL Fiduciary Standard for RolloversAdvisors should pay close attention to future developments and see whether the department chooses to appeal.