Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ignore These Advisor Succession Trends at Your Own Peril
By John ManganaroA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
June 23, 2023
8 'Good News, Bad News' Updates on Retiree Health Care CostsFidelity's annual cost estimate was flat from last year, but there's still a major planning hill to climb.
June 23, 2023
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won'tDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 22, 2023
Advisor Group's New Name Gets Mixed ReviewsSome say Osaic sounds modern and fresh, while others liken it to the name of a drug.
June 22, 2023
New Bill Targets Social Security Work Disincentives for Disabled AmericansThe legislation's sponsors say Americans with disabilities should not lose out on their benefits just for seeking to work.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
June 22, 2023
Advisor Interest Rising in ChatGPTAlmost 60% of advisors use or are interested in testing out AI technology, new SmartAsset data shows.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.