Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
This 'Big 5' Personality Trait Is Linked to Wealth, New Research Shows
By John ManganaroA growing body of research suggests certain personality traits can either help or hinder wealth accumulation.
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 16, 2023
How to Help Clients With Make-or-Break Social Security Claiming DecisionsThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
May 16, 2023
Ex-Advisor, Minister, Gets 10 Years for Real Estate SchemeThe former CFP was ordered to pay $1.6 million in restitution after allegedly misleading clients on rental property investments.
May 15, 2023
10 Retirement Concerns of Small-Business OwnersA top concern for many business owners is what will happen to employees under new ownership.
May 12, 2023
Don't Panic! Social Security Isn't Going Away Anytime SoonWhile the program faces problems, fearful speculation can trigger undue panic and poor decisions.
May 11, 2023
6 Advisor Marketing Strategies That Really WorkAt a Kitces Marketing Summit, advisors discussed ways they had successfully attracted new clients.