Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Edelman Financial Buys $1.5B Retirement Firm
By John ManganaroThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 13, 2023
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking AboutDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 13, 2023
Ex-Wells Fargo Advisor Defrauded Health Plans, Jury FindsThe financial professional and a pharmacist secured $4 million in extra benefits payments, the U.S. attorney argued.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.