Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New Study Supports Private Equity in 401(k)s
By John ManganaroPrivate equity in target-date funds could boost returns, researchers suggest.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 20, 2023
Portfolio Manager Barry Gilbert Leaves LPL for Carson GroupAfter 10 years at the firm, the asset allocation strategist follows three other LPL veterans.
July 19, 2023
FPA Teams With CAIA to Help Advisors Look Beyond Stocks and BondsCAIA's UniFi alternative investment learning platform is now available to all FPA members at a discount.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
4% Rule Falls Short for Retirees With Big Health Care ExpensesAnnual health care expenses tend to grow sharply toward the end of life, HealthView Services data shows.
July 19, 2023
Meet the 2023 LUMINARIES JudgesThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 18, 2023
Unpaid Caregiving Can Demolish Retirement Outcomes: EBRIEBRI's 2023 Retirement Confidence Survey suggests caregivers have fewer assets and more problems with debt, leading to worse retirement outcomes.