Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
DPL Acquires AnnuityFix to Boost Breakaway Advisor Program
By John ManganaroThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
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.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 15, 2023
How Joe Duran Plans to Boost RIAs' GrowthHis new venture, Rise Growth Partners, will start with a small group of firms in 2024.
September 14, 2023
Dynasty Names Industry Veteran Its First Vice ChairmanAndrew Marsh's appointment was one of several executive changes Dynasty announced Thursday.
September 13, 2023
African American Advisors Kick Off Yearly EventAAAA said that it will also formally acknowledge its strategic partners, says Board Chairman Christian C. Nwasike.
September 13, 2023
7 New Insights on What Retirement Spending Really Looks LikeWhile spending typically declines in retirement, big ups and downs are common along the way, T. Rowe Price finds.