Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 New Findings on How (and How Much) CFPs Are Paid
By Katie RassCFPs earn 12% more than other planners and report high career satisfaction, a new CFP Board survey finds.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
February 02, 2024
Gaming the System in Annuity IllustrationsIt is incredibly important for consumers and advisors to understand the expected index performance and chosen crediting strategy.
February 01, 2024
4 Steps to Grow Your Advisory Business With Secure 2.0Legislation has positioned RIAs to easily and affordably add help small-business owners offer retirement plans.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
February 01, 2024
Raymond James to Pay Fine in Oregon Over High CommissionsThe penalties and restitution come after the firm agreed to a $13 million multi-state settlement last year.
February 01, 2024
Mariner Wealth Buys 2 Firms With $100BWith its acquisition of AndCo Consulting and Fourth Street Performance Partners, Mariner will launch an institutional channel.
February 01, 2024
Joe Duran's Rise Growth Wins $250M Backing From New Capital PartnerDuran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.