Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Maine and Colorado Join Forces on Automatic Retirement Savings
By John ManganaroColorado SecureSavings and the Maine Retirement Investment Trust have established a first-of-its-kind partnership, officials say.
August 15, 2023
RIA Aims to Expand Access to UHNW InvestmentsNewEdge focuses on investing in structured notes, for instance, and creating strategies that use them.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
There's No Auto-Pilot Setting for RetirementMarket volatility, inflation and the many challenges associated with life after work mean constant adjustment is needed.
August 14, 2023
Webcast to Zoom in on Client Engagement, Business GrowthThursday's free webcast, sponsored by eMoney Advisor, will feature speakers including Absolute Engagement CEO Julie Littlechild.
August 14, 2023
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFBThe 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.
August 11, 2023
This Is Not the 'Altruist' You're Looking for: Michigan RIA Sues for Trademark InfringementAltruist Financial Advisors' CEO says his firm has received money intended for the California-based custodian.
August 11, 2023
Ex-LPL Broker Gets 4 Years in Prison for Raiding Older Clients' AnnuitiesOne affected client had dementia and another had suffered a traumatic brain injury, according to the Justice Department.