Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
More Than Cash: Social Security Buffers Longevity Risk
By John ManganaroReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 04, 2023
Hightower Lays Off About 5% of StaffThe company cited an "ongoing strategic realignment."
October 04, 2023
Pershing X Reveals a Big Adopter of Its AI-Backed PlatformThe BNY Mellon unit will also provide broker-dealer clearing and custody solutions to Integrity advisors.
October 04, 2023
Nitrogen Unveils Platform Updates at FearlessLead Management software, coming in 2024, uses AI-driven predictive analytics to help advisors' prospecting.
October 04, 2023
LPL Adds $1B Team to Employee Advisor ChannelThe three-person team joined Linsco by LPL Financial from Fifth Third Private Bank and launched PB FAM Private Wealth.
October 03, 2023
20 Richest Women in the U.S.: Forbes, 2023Forbes today revealed its updated, heavily researched ranking of the 400 richest people in the U.S.
September 29, 2023
FINRA Suspends Ex-Ameriprise Rep Over DUI ConvictionThe former broker failed to disclose the felony conviction for nearly five years, FINRA said.
September 29, 2023
Paul Quaranto Jr. Elected to Chair ACLI BoardThe group also announced the appointment of leaders from across the annuity industry to its 2024 slate.