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 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 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.
May 11, 2023
Orion Launches ChatGPT Integration: Tech RoundupAlso, an AI chatbot powered by Morningstar Intelligence Engine is debuting on Morningstar platforms.
May 10, 2023
Edward Jones Advisor Headcount Ticks UpThe firm added 78 advisors from a year earlier and said it will hire 1,500 by Dec. 31.