Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
AI Chatbots Don't Understand Annuities
By John ManganaroOne popular program offered surface-level detail but got important details wrong, Tamiko Toland of TIAA says.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 30, 2023
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)It might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 26, 2023
Why One Independent Advisor Avoids a Niche ApproachWorking with a diverse set of clients from a demographic and wealth perspective keeps it all feeling fresh, says advisor Hiram Arnaud.
May 26, 2023
EP Wealth President Ryan Parker Becomes CEOParker, who's replacing Patrick Goshtigian, previously led wealth management at Citizens Bank and was CEO of Edelman Financial.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 24, 2023
Bill to Fix Big Secure 2.0 Drafting Errors Is ComingOne error: a provision that would errantly prohibit catch-up contributions in 401(k) plans and IRAs.