Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
7 Trends in Year-End Planning for Wealthy Clients
By John ManganaroMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
September 28, 2023
Raymond James Focuses on Power of Women at SymposiumA key objective of the 29th annual event is to support both advisors and clients through connection.
September 28, 2023
How Advisors Can 'Talk Smarter' in Tricky SituationsCommunication expert Matt Abrahams has tips for making small talk, calming angry clients and reviving awkward Q&As.
September 27, 2023
FPA Taps President-Elect, Board MembersClaudia Cypher Kane is the group's 2024 president, while Paul Brahim of Wealth Enhancement Group is set to become its president elect.
September 27, 2023
J.P. Morgan Picks Up $2B Advisor Team From CitiThe three-person advisor team has joined the J.P. Morgan Private Bank team in Seattle.
September 27, 2023
The Math on Retirement Health Care Costs Is Scarier Than It LooksAn apparent flattening of costs incurred by Medicare doesn't necessarily translate to individuals, Ron Mastrogiovanni says.
September 27, 2023
Wealthspire to Buy $3B RIAThe acquisition will expand Wealthspire's East Coast footprint, the firm says.
September 27, 2023
How to Get Tax Breaks, Tap Retirement Accounts After a Natural DisasterAmericans dealing with disasters may be eligible for tax deductions, deferred deadlines or penalty-free withdrawals.