Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Tips for Marketing Your Tax Planning Services
By Jeff BermanMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 14, 2023
How to Help Clients Mentally Prepare for Retirement: Advisors' AdviceSkilled advisors know that getting the financial picture in order is only part of the retirement planning equation.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.
February 13, 2023
Advisors Call Out Needless Complexity in New Clients' PortfoliosAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
February 13, 2023
Medicare Recipients Face Significantly Higher Projected Costs: EBRIThe accelerated pace of health care cost inflation struck retirees yet again in 2022.
February 10, 2023
SEC, FINRA Priorities: 7 Steps to Stay CompliantThe new lists from FINRA and the SEC are collectively longer and more involved than ever, Smarsh says.
February 10, 2023
Are You Playing It Too Safe With Clients' Investments?Advisors are systemically investing more conservatively than would be implied by clients' stated risk tolerance, new research suggests.
February 09, 2023
Alan Moore to Step Down as AdvicePay CEOThe company's co-founder will shift to executive chairman of the board.