Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Self-Directed Older Investors More Likely to Veer Off Financial Course
By David BlanchettThis group of investors has a lot to gain by hiring an advisor, my new research shows.
March 30, 2022
5 TED Talks Advisors Recommend: 2022In our annual quest for illuminating presentations, these were the top picks.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 28, 2022
Top 10 Retirement Reforms in Bill Up for House Vote TuesdayPassage by the House of the Securing a Strong Retirement Act of 2022, or Secure Act 2.0, is anticipated late tomorrow.