Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Case Study: When Should This Divorced Widow Claim Social Security?
By John ManganaroThere is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
January 26, 2024
Planner Accused of Buying House With $2M in Client FundsThe unregistered planner and an investment advisor received a cease-and-desist order in Indiana.
January 26, 2024
Advisor Tech News of 2024: An Evolving List"It's a human-driven advisory service," said Ritholtz CEO Josh Brown about its GoodAdvice digital offering, which uses AdvisorEngine technology.
January 25, 2024
The Pros and Cons of 3 Retirement Spending PlansEach of these flexible strategies has its own virtues and drawbacks, Morningstar researchers say.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Fidelity's 401(k) Plan Annuity Platform Goes LiveThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.