Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
9 Things Your Clients Should Know About Retirement Portfolios: Vanguard
By John ManganaroIncome-focused portfolios look and behave differently from accumulation-focused portfolios in some important ways.
November 14, 2023
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules DifferWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
November 14, 2023
Nitrogen's Klein to Step Down, New CEO NamedKlein, who has been Nitrogen's CEO for 12 years, will remain on its board of directors.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 13, 2023
3 Reasons Why Financial Advising Can Be Veterans' Service MissionThe field offers numerous opportunities to make a meaningful impact on individuals, families and communities.
November 13, 2023
'Safe' Retirement Spending Rate Rises in 2023: MorningstarMorningstar's annual retirement income study had some "somewhat surprising findings," Christine Benz said.
November 10, 2023
13 New Tax Numbers to Know for 2024The newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 10, 2023
7 Surprising Facts About the Earnings of Workers Over 62Work has been a significant income source for older households for decades, and its importance is growing.