Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Ways to Save Social Security
By John ManganaroFor Biden and Trump, the issue of how to reform Social Security could prove critical in the 2024 presidential election.
April 05, 2024
Ex-Ameriprise Advisor Awaits Sentencing in $1.2M Fraud CaseThe Texas-based planner pleaded guilty to defrauding clients; she used money to buy a house and shotgun.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 03, 2024
AdvisorEngine Updates Its Planning ToolAdvisors and clients can easily create and fund a plan in one platform, the Franklin Templeton subsidiary says.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 03, 2024
Cambridge Rolls Out 'Personal CFO' Service for Wealthy ClientsThe new service includes cash-flow management, tax planning, wealth protection and more for HNW and UHNW investors.