Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Bond Investors Could Get 'Second Chance' to Lock In High Rates
By John ManganaroThe coming weeks could be pivotal for bond markets as investors process good news, Schwab's Kathy Jones says.
February 03, 2023
Cetera Lured Advisors With $13B of Assets in 2022The results represented a record year for Cetera and were up from about $10 billion in 2021.
February 03, 2023
Investors Risk Sleepwalking Into Selloff: BofAStrategist Michael Hartnett suggests investors start selling the S&P 500 when it tops 4,200.
February 02, 2023
Wade Pfau to Step Down as Full-Time ProfessorHe will turn his primary professional focus toward developing the Retirement Income Style Awareness program.
February 02, 2023
How Early 401(k) Withdrawal Penalties Punish the Most VulnerableStiff penalties for early retirement account withdrawals often drive people towards alternatives such as high-interest credit card debt.
February 02, 2023
Envestnet Adds Pontera's 401(k) Management Platform: Tech RoundupAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
February 01, 2023
HSA Assets Grow, and Advisors Take NoteExperts say financial advisors with knowledge about health savings accounts can deliver substantial value to clients.
February 01, 2023
How Model Portfolios Work in the Real World: Advisors' AdviceAdvisors told us how they use model portfolios with clients — or why they don't.