Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Jeremy Siegel's 5 Economic Predictions Amid Russia-Ukraine War
By Jeff BermanThe broader global financial system could face risks, the Wharton professor says.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 28, 2022
The Big Mistake That Leaves Advisors Open to LawsuitsToo many brokers and advisors skip a crucial step when joining a firm, legal experts like Brian Hamburger say.
February 28, 2022
Warren Buffett's 8 Nuggets of Wisdom for Investors: 2022The conglomerate has produced compounded yearly gains that are nearly double those of the S&P 500.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 28, 2022
Peter Mallouk: Long Ukraine War Could Hurt MarketsFor now, there's only a little concern among clients, the Creative Planning CEO tells ThinkAdvisor.
February 24, 2022
How Stocks Performed After 11 Global ShocksLPL examined how the S&P 500 fared one month to one year after events like Russia's 2014 annexation of Crimea.
February 24, 2022
Ex-Broker Gets 2 Years in Prison for Social Security Fraud, Stealing From ChurchThe former advisor was convicted of stealing more than $370,000 in disability benefits and $20,000 from a church.