Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why It's Time to Drop the 'Set It & Forget It' 4% Rule
By John ManganaroBalancing spending on lifestyle goals and risk is part art and part science, says advisor Mark Berg, a recent guest on a Morningstar podcast.
April 04, 2023
Best Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2023A study finds that satisfaction with advisors has fallen with market performance, showing advisors need to do more.
April 03, 2023
Is Sieg's Departure 'Beginning of the End' for Merrill's Thundering Herd?There's a risk the Merrill brand could be phased out over the next few years, says industry consultant Jeff Nash.
April 02, 2023
Social Security Trust Funds Hit by Big 2022, 2023 COLAsOther factors are effecting Social Security, too, such as lower projected GDP growth and greater longevity among beneficiaries.
March 31, 2023
Social Security Retirement Fund on Track to Go Bust in 2033: Trustees ReportAllowing the programs to become insolvent could lead to reductions in benefits, The Senior Citizens League says.
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
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.