Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The 60/40 Strategy Will Make a Comeback: Morgan Stanley
By Tassia SipahutarThe approach offers higher estimated long-term returns over the next decade than in the last 10 years, says a strategist.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 20, 2022
Fidelity's Poaching Complaint Against Former Advisor and UBS Is DismissedFidelity sought injunctive relief to stop an ex-advisor who left the firm from allegedly poaching clients from it.
July 20, 2022
Your 65-Year-Old Client Is Still Working. Do They Need to Enroll in Medicare?Clients still working at age 65 must weigh their options carefully to maximize coverage and avoid penalties.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
July 19, 2022
Mariner to Buy $26B Firm, LPL PartnerThe Financial Services Network is set to operate as Mariner Advisor Network and maintain its strategic relationship with LPL Financial.