Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'Snowbirding' in Retirement: 10 Tax and Planning Facts to Know
By John ManganaroOwning multiple residences comes with both potentially large benefits and important tax nuances.
October 10, 2023
9 Surprises Americans Find in Retirement: SurveyThe evolving post-work landscape presents aspects both positive (freedom) and negative (financial vulnerability).
October 09, 2023
Ex-LPL Broker Sentenced to 15 Years in Prison for Stealing $1.3M From ClientPatrick Noel Thayer was convicted of defrauding a client and raiding her investment proceeds.
October 09, 2023
The Services Clients Want but Aren't Getting, in 6 ChartsAdvisory firms often aren't giving clients the services they want most, according to new Herbers & Co. research.
October 06, 2023
More Than Cash: Social Security Buffers Longevity RiskReframing claiming decisions accordingly can help individuals facing greater uncertainty over their lifespans make better choices.
October 05, 2023
7 Reasons to 'Retire and Relocate' When Savings Fall Short: VanguardTapping home equity may be an attractive alternative to cutting spending or working longer, a new report suggests.
October 05, 2023
FPA Rolls Out Membership Program for Ameriprise-Affiliated AdvisorsThe program includes a group discount on FPA's dues for Ameriprise's network of independent advisor practices.
October 05, 2023
8 Signs the Time Is Now for Annuities in Wealth ManagementThe annuity marketplace available to retail advisors is more robust than ever, Hueler Cos. CEO Kelli Hueler says.