Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why the Surge in 'Mini-Millionaires' Demands Advisors' Attention
By John ManganaroThis group has important planning needs now and will experience substantial asset growth in the future, advisors say.
October 31, 2023
7 Money-Raisers That Could Help Save Social Security (If We Act Now)Acting sooner means more options and less pain, according to the American Academy of Actuaries.
October 31, 2023
New DOL Fiduciary Rule Closes Loopholes, Biden Officials ExplainThe rule applies a fiduciary standard to retirement advice on rollovers and fixed indexed annuities.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 2Here's how executives at RIAs and retirement-focused firms are changing the advice industry.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — IndividualsHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 27, 2023
Michael Phelps Shares Lessons on SuccessIf I wasn't going to do the work, somebody else was," the 23-time Olympic gold medalist said.
October 26, 2023
Social Security Child Benefits One Path to Ease Grandparents' Burden: StudyFinancial support for the generation-skipping caregivers could include interventions from state and federal governments.