Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A Social Security Bridge Strategy Advisors Overlook
By John ManganaroOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
3 Steps to Building Your 2023 Business PlanMost top-performing advisors and teams commit to writing an annual business and marketing plan. Here's how to do it.
October 19, 2022
LUMINARIES Podcast: Leadership Lessons From Shirl PenneyAt Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well," the CEO explains.
October 19, 2022
Ever-Wealthier DC Plan Investors Say 'Show Me the Income!'Their wealth feeds into the rollover market, meaning advisors are likely to be affected by in-plan annuity trends.
October 19, 2022
How Advisors Can Give Clients Amazon-Like Service"Clients have now built a benchmark in their minds" set by Amazon, Apple and Google, says Atria Wealth Solutions' Brian Bichler.
October 18, 2022
SEC Gets 9 Final Judgments in Scheme Bilking Pro Athletes, AdvisorsThree of the defendants have been sentenced to prison.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
Why This Scholar Is Challenging Long-Held Assumptions About RetirementSita Nataraj Slavov's headline-grabbing assertion that young people should not prioritize saving for retirement is just the beginning.