Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Auto-IRA Bill Advances in Pennsylvania Legislature
By John ManganaroAs drafted, the Keystone Saves program would utilize automatic enrollment, but participation would not be mandatory for employees.
June 01, 2023
What's at Stake for Social Security as Debt Deal Moves to SenateExperts fear reduced resources for the IRS will have unintended consequences.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
U.S. Heading From Retirement 'Crisis' to Retirement 'Catastrophe': AllianzMarket volatility and recurring financial crises are making the already difficult process of retirement planning even more challenging.
June 01, 2023
How the Fastest-Growing Advisory Firms Are Different, in 7 ChartsNew research from Nitrogen looks at how firms think about risk, competition and client acquisition.
June 01, 2023
Wells Fargo Advisors Picks Up New Head of National Sales From JPMorganBarry Simmons was most recently a managing director and head of J.P. Morgan Wealth Management's East Division.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 31, 2023
Edelman Financial Engines Names New CEOJay Shah is set to join Edelman on Aug. 18, while Larry Raffone becomes the Edelman board chairman.