Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?
By Jeff BermanThere's a risk the Merrill brand could be phased out over the next few years, says industry consultant Jeff Nash.
March 30, 2023
Merrill Wealth Chief Sieg Jumps to CitigroupReplacing him at Merrill's wealth unit, which had assets of $2.8 trillion last year, will be Lindsay Hans and Eric Schimpf.
March 30, 2023
6 Ways to Help Clients Retiring With $1M or Less: Advisor's AdviceAdvisors serving these clients say there are lots of planning steps to take so these individuals have a successful retirement.
March 30, 2023
T. Rowe Price to Buy Income-Planning Software MakerThe fund giant is acquiring Retiree Inc. to help it increase "the longevity of a retirement income strategy" for clients, it says.
March 30, 2023
Barb Marder to Lead Retirement, Health Research GroupThe former Mercer executive will seek to combine research on health and wealth, while boosting EBRI membership.
March 30, 2023
BofA's Planning Tool Hits Milestone: Tech RoundupIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
March 30, 2023
8 Predictions for Advisors in 2023: Schwab PanelIndustry VIPs, including Bernie Clark, weigh in on what lies ahead and how RIAs can best tap into the industry's growth trends.
March 30, 2023
7 Estate Planning Challenges to Tackle TodayThe current interest rate climate and tax-friendly framework could shift, so financial advisors and their clients need to act soon.