Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'Credential Stacking' Offers Diminishing Returns for Retirement Planners: Study
By John ManganaroEarning at least one certification brings big benefits to retirement income literacy, but adding more does not.
September 25, 2025
Longtime Raymond James Exec Departs to Launch Advisor ConsultancyThe experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.
September 24, 2025
JPMorgan Adds Millionaire Wealth Offering to Dozens of BranchesJ.P. Morgan Private Client bankers are now in 53 branches in New York, Connecticut, Florida and Texas.
September 24, 2025
4 in 5 Gen Xers With 401(k)s Worry They'll Be Poorer in Retirement: CerulliTwo-thirds have less than $100,000 in retirement savings, and 58% don't have an advisor, a study finds.
September 24, 2025
Merrill Sues Schwab, Dynasty Over Mega-Team's Defection, Alleging Corporate RaidScores of Merrill advisors and other staff left an Atlanta office managing $129 billion for Dynasty-backed OpenArc.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 19, 2025
Is It Ever the Right Time to Stop Saving for Retirement?You may be surprised by what these three retirement planning experts have to say.
September 18, 2025
How Cetera Is Meeting the Retirement Plan MomentJerry Patterson is leveraging 25 years of experience on the recordkeeping front to help build the firm's workplace business.