Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wealth Managers With the Best & Worst Apps, Websites: J.D. Power
By Michael S. FischerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 18, 2022
Ex-J.P. Morgan Broker Barred by FINRA After Multiple Trading ViolationsEdward L. Turley was discharged by the firm and then refused to provide testimony during a FINRA investigation.
November 18, 2022
Why Late 2022 Is a Great Time for Roth IRA ConversionsRoth conversions are a great opportunity, given current market dynamics and the threat of future taxes hikes.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 18, 2022
Meet the 2022 LUMINARIES WinnersThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.
November 17, 2022
Commonwealth Now Aiming for $1T in AssetsThe aggressive target "reinforces" the firm's commitment to advisor growth, CEO Wayne Bloom says, and includes some "light M&A in the future."