Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Social Security Claiming: The Case of the Pension Offset
By John ManganaroIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 31, 2024
8 Ways the Advice and Investing Worlds Are Changing NowTCW CEO Katie Koch and Hightower CEO Bob Oros point to rising client expectations and RIA growth, for instance.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 30, 2024
Third of Americans Report Lack of Financial Well-BeingRetirement-related worries are a top source of stress, a Guardian Life survey found.
July 30, 2024
How an RIA Turned Culture, PE Backing and 'Infinite' Demand Into $1T"There is so much need out there" for fiduciary advice, Captrust CEO Fielding Miller tells ThinkAdvisor.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.