Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is This Outcome Worse Than Going Broke in Retirement?
By John ManganaroIt's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 02, 2024
BNY Grabs Nuveen CEO as Its New Head of Wealth and InvestmentsJose Minaya will join in September, taking over from Hanneke Smits, who will retire.
July 01, 2024
More Secure 2.0 Act Provisions Are ComingSome incoming changes are likely to help clients more easily make the transition from work to retirement.
June 28, 2024
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, FinkeResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 27, 2024
Ameriprise, LPL Battle in Court Over Father-Son Advisor Duo Who Switched FirmsThe advisors took confidential material "in the dark of night" before leaving for LPL, Ameriprise says.
June 27, 2024
Joe Duran's Rise Growth Recruits Two Senior ExecutivesThe recently launched RIA minority investment firm has new heads of marketing and investments.
June 27, 2024
Raymond James Nabs $1B Retirement Team From Morgan StanleyNick Takahashi leads a group of seven advisors set to focus on corporate executives, families and retirees.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.