Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
NFL Players Draft Ameriprise for Financial Advice
By John ManganaroDesignated advisors will work individually with current and retired athletes to provide holistic financial planning.
March 12, 2024
Couplr AI Launches Tool for Finding 'Orphaned' AccountsThe firm says its technology aims to match advisors and clients with such assets, which should also contribute to business growth.
March 12, 2024
Apex Acquires Automated RebalancerAdvisorArch automates previously time-consuming processes that are key to client service, according to the fintech provider.
March 12, 2024
Vanguard Watchers Baffled Over CEO's Retirement NewsThe leader of one of the world's largest asset managers announced his exit without naming a successor, inviting questions.
March 12, 2024
More IRA Mistakes Clients MakeSome missteps are relatively easy to correct; others are more serious.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 11, 2024
9 Things to Know About IRA Beneficiaries Under the Secure ActWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.
March 09, 2024
Final DOL Fiduciary Rule Lands at OMBReviews by the Office of Management and Budget typically take up to 90 days.