Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A Flat Social Security Benefit Could Save the System — Or Threaten It
By John ManganaroOther developed nations use a flat public pension formula. Would it work in the U.S.?
September 12, 2025
DOL Backs Morgan Stanley on Deferred CompAdvisors who left the wirehouse have argued they're owed millions in deferred compensation.
September 10, 2025
State-Registered Investment Advisors, by the NumbersHere's a look at RIAs with $100 million or less under management.
September 09, 2025
How Women Moved Up on Wall Street Despite Pranks, Sexism and WorseAt first, they laughed off the condoms left on their desks, author Paulina Bren details. Later generations lawyered up.
September 04, 2025
BlackRock to Manage $80B in Citi Wealth Client AssetsThe banking giant called the arrangement the largest asset management deal of its kind.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
Here's How Much Financial Planners Earned in 2024CFPs earned 13% more than planners without the certification, according to a new survey.
August 29, 2025
California Wealth Planning Execs Die in Plane CrashMark and Vickie Spelts of Chico perished Wednesday near Kansas City.