Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Best & Worst Firms for Advisor Satisfaction: J.D. Power, 2024
By Michael S. FischerIn an unusual finding, average satisfaction of emloyee advisors was higher than that of their independent counterparts.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
July 08, 2024
How to Talk With Retirement Clients About the Presidential ElectionAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 05, 2024
Focus Financial to Merge Two Wealth Shops in ChicagoThe combined firm is expected to manage over $24 billion in client assets.
July 03, 2024
Is This Outcome Worse Than Going Broke in Retirement?It's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 02, 2024
Honoring Advisors Who Serve(d): Fourth of July, 2024In honor of Independence Day, we're highlighting stories of veterans in the advisory world, in their own words.
July 02, 2024
Advisor Suspended Over Retiree's Ex-Wife Draining IRABMO Harris "warned specifically against accepting orders from an account owner's spouse," FINRA says.
July 02, 2024
BNY Grabs Nuveen CEO as Its New Head of Wealth and InvestmentsJose Minaya will join in September, taking over from Hanneke Smits, who will retire.