Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Elements to Offer Planning Tool to XYPN's Fee-Only Advisors
By Dinah Wisenberg BrinThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
FBI Hunts Iowa Advisor Charged With $1.5M FraudWilliam Jack Berg, 51, is on the FBI's Most Wanted list for white-collar crimes.
April 01, 2024
Raymond James Adds $1B RBC Wealth GroupThe three veteran advisors work in the greater Phoenix area.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
Washington Governor Signs Auto-IRA BillWith Washington Saves, employee contributions to workplace retirement accounts will be made directly via payroll deductions.