Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Social Security's 2025 COLA Helps, but Seniors Still Face Cost-of-Living Crisis
By John ManganaroOne analyst observes that the 2.5% monthly benefit increase, while welcome, won't even cover a week of groceries.
October 09, 2024
Cetera CEO: What's Next After Protective Life DealThe firm aims to "make the big feel small" for its 12,000 advisors across channels, CEO Durbin says.
October 09, 2024
New UHNW Wealth Management Outsourcing Platform Comes to MarketThe new Family Office Resource Group offers a white-labeled solution for wealth managers.
October 09, 2024
Wall Street Salaries Fall Further From Pandemic HeightsThe 5.2% drop on the prior year was largely due to smaller bonuses, which were $176,500 on average.
October 08, 2024
Blanchett: Advisors Say They Discuss These 7 Retirement Issues. Clients Disagree.There are notable gaps beween the services advisors report providing and what investors say they receive, research finds.
October 07, 2024
CFP Board's 'Perfect Job' Promos Fall Flat With Planners"These are bad," Jamie Hopkins said of the ads about "burrito scarfers" and "professional daydreamers."
October 04, 2024
Cambria Launches Tax-Aware ETF, With More to ComeThe fund will trade under the ticker TAX and is being offered in partnership with ETF Architect.
October 04, 2024
Ameriprise Recruiting Head Abruptly ResignsManish Dave had been an executive at Ameriprise for more than 18 years.