Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Shaping Wealth Launches New Advisor AI Support Tool
By John ManganaroThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 18, 2024
5 Groups That Benefit From Donor-Advised FundsIncluding DAFs in conversations with clients is important to advisors, investors and the charities they support.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 15, 2024
Advisor Accuses LPL of 'Raiding' His Firm in RetaliationThe wealth manager alleges that LPL retaliated after he started looking for another broker-dealer.
March 15, 2024
Wall Street's Model-Portfolio Boom May Hit $11T by 2028Exchange-traded funds are seen as a key driver of that growth, according to Broadridge's Andrew Guillette.
March 15, 2024
7 Reasons Roth Accounts Are Better for Retirement Savings: StudyNew research finds retirees tend to spend down pretax accounts faster. Here's why.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 14, 2024
Orion Launches New Tech Tools for Estate Planning, Client Goal-SettingThe firm has unveiled a number of new tools and initiatives at its annual Ascent conference in San Diego.