Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Helping Pro Athletes Plan for 'Retirement' by 40
By John ManganaroThese wealthy clients could be looking at a 50-year retirement, Kristopher Martin of Element Pointe says.
September 25, 2023
NASAA Releases New Study Guides for Qualification ExamsThe materials aim to help financial professionals navigate the Series 63, 65 and 66 licensing exams, the group says.
September 22, 2023
7 Social Security and Medicare Quirks That Trip Up AdvisorsThe two programs can interact in surprising ways, retirement consultant Marcia Mantell says.
September 22, 2023
Cetera Names New Head of Indie Advisor ChannelTom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.
September 22, 2023
Altruist Ends Portfolio Software Fee for AdvisorsThe custodian had been charging a monthly portfolio accounting fee of $1 per brokerage account.
September 21, 2023
What 7 Advisors Are Saying About 60/40 Portfolios, Tech Stocks Now: Advisors' AdviceAs balanced portfolios have bounced back, here's what advisors are telling their clients.
September 21, 2023
LPL Expands Succession Planning Program to Advisors Outside the FirmThe firm's Liquidity & Succession offering allows advisors to sell their practice while maintaining their brand, it says.
September 21, 2023
How Ready Are Americans for Retirement? Here are 12 New StatsFidelity's recent survey of 3,500 retirement planning clients finds causes for concern.