Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Will RIAs Start Using Fixed Rate Annuities in Portfolios?
By David BlanchettThe products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
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.
March 14, 2024
Social Security Claiming: The Case of the Public PensionPension income can complicate the planning picture, especially if the employer didn't pay into Social Security.
March 14, 2024
Morningstar Rethinks Its Conference ExperienceFirm leaders say the 40th anniversary of Morningstar's founding offers an opportunity to shake things up.
March 14, 2024
Advisors Plan to Hike Spending on Client-Facing Tech: Survey"Investors are demanding more of their advisors and advisors are poised to deliver," Orion CEO Natalie Wolfsen said.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 14, 2024
LPL Grabs Advisors With $700M From OsaicThe seven financial advisors making the move work in five different teams and are all based near Minneapolis.