Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LPL Expands Succession Planning Program to Advisors Outside the Firm
By Jeff BermanThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
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.
September 19, 2023
XYPN Mulls Launch of Corporate RIAThe new option for members would launch in early 2024, co-founders Michael Kitces and Alan Moore said.
September 19, 2023
5 Trends Shaking Up Advisor Value Propositions NowIf your main selling point is that you're a fiduciary offering mutual fund portfolios, prepare to be disrupted.
September 19, 2023
Jamie Hopkins to Lead Bryn Mawr Trust Private Wealth TeamHopkins revealed plans to leave Carson Group earlier this month.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.