Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Physical Signatures No Longer Needed on Many Social Security Forms
By John ManganaroThe agency has digitized or removed signature requirements to ease the filing burden on consumers.
September 06, 2024
Here's How Much Financial Planners Were Paid in 2023The median total compensation for CFPs was 10% higher than that of other planners, a study finds.
September 05, 2024
How a Solo Advisor Can Build a Team and Boost EfficiencyAdvisors face the challenge of doing more to meet evolving client demands, and many are joining forces.
September 05, 2024
Here's How Big Social Security Cuts Could Be Without ReformsA research group has put a dollar amount on the expected reduction per couple if Congress doesn't act.
September 05, 2024
10 Reasons Stocks Don't Go Up ForeverClients who are newer to investing might be blinded by recent history. Here's what to tell them.
September 04, 2024
Bluespring Wealth Partners Names New PresidentPradeep Jayaraman is a former business development leader at Focus Financial.
September 04, 2024
SEC Accuses Firm of Marketing Rule Violations, Failing to RegisterFlorida-based Black Dragon, which didn't admit wrongdoing, posted misleading performance data on its website, the agency says.
September 03, 2024
How to Keep 'Worker Next Door' Clients on Track2023 Luminaries winner Mark Delp explains how he assuages clients' fears through regular communication, including handwritten letters.