Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
7 Social Security and Medicare Quirks That Trip Up Advisors
By John ManganaroThe two programs can interact in surprising ways, retirement consultant Marcia Mantell says.
September 21, 2023
What 7 Advisors Are Saying About 60/40 Portfolios, Tech Stocks Now: Advisors' AdviceAs balanced portfolios have bounced back, here's what advisors are telling their clients.
September 21, 2023
LPL Expands Succession Planning Program to Advisors Outside the FirmThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
September 21, 2023
How Ready Are Americans for Retirement? Here are 12 New StatsFidelity's recent survey of 3,500 retirement planning clients finds causes for concern.
September 21, 2023
How 3 Advisors Are Putting AI to WorkThese advisors walked us through how they are using AI, cautiously, in their practices.
September 20, 2023
Use This Metric to Improve on the 4% Rule, Planner SaysOscar Vives of PNC Wealth Management suggests looking beyond simple probabilities of success and failure.
September 20, 2023
Why XYPN Ended Its Tax Service for AdvisorsThe firm "couldn't find a way to make the economic model work" despite demand, CEO Alan Moore said.
September 20, 2023
DPL Acquires AnnuityFix to Boost Breakaway Advisor ProgramThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.