Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
12 Best Cities for Veterans: 2022
By Michael S. FischerWalletHub ranked 100 major cities based on employment, economy, quality of life and health.
November 10, 2022
Advocates Take Aim at Advisor Annuity SkepticismWill guaranteed income solutions ever find their foothold in the retirement advisor community?
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.
November 09, 2022
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?The IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
Portfolio Outlook Is the Best Since 2010: JPMorgan's KellyStrategist David Kelly and colleagues also say investors should stick with 60/40 portfolios, which are poised to recover in about three years.