Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
3 Ways to Help C-Suite Clients With Retirement
By Sam AspinwallThese executives need the right plans for when they no longer have the cash flows from their pay.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 11, 2024
What Advisors Think of New Spot Bitcoin ETFsFinancial planners offer wide-ranging views on whether the cryptocurrency vehicles are right for clients.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.
January 11, 2024
Advisors Battle Morgan Stanley Over Deferred Comp 'Clawback'About a dozen former advisors say the firm improperly withheld deferred compensation in violation of ERISA.
January 11, 2024
Number of CFPs in U.S. Nears 99,000The share of CFPs who are women continues to inch upward.
January 11, 2024
Atria Wealth Boosts Assets by $12BTwo of its business units, CUSO and Sorrento, now work with about 200 banks and credit unions.
January 10, 2024
Wealth Tax Bill Gets Hearing in CaliforniaThe bill would tax residents' "worldwide net worth" of $50 million or more, with some exceptions.