Category: Advisors

Financial advisors hire young talent for their business to thrive

Jordan Siemens | Getty Images When Tara Unverzagt started her own financial planning firm, South Bay Financial Partners, in 2014, she already had a head start....

Clients’ health-care spending gets closer look from advisors

Find yourself struggling to manage your health-care costs in retirement? You’re not alone. As the cost of health care continues climbing faster than the rate of...

How advisors can help clients through high-stakes Medicare decisions

A senior citizen holds a sign during a rally to protect federal health programs at the 8th Annual Healthy Living Festival on July 15, 2011 in Oakland, California. Justin...

What advisors, investors could expect from a Schwab-TD Ameritrade deal

Financial advisors who hold their clients’ assets at TD Ameritrade are about to face a shake-up. Charles Schwab is in talks to purchase TD Ameritrade for $25...

Best interest rule ups standards, ‘muddies water’ on advisors, brokers

Ariel Skelley | DigitalVision | Getty Images What is a suitable investment for someone? What is in an investor’s best interest? What is the difference between a...

Private equity investors are zeroing in on financial advice business

Hero Images | Hero Images | Getty Images The registered investment advisor industry may be the perfect playground for private equity investors. It has good growth, high...

Fisher lost $20 million in retail assets after billionaire’s comments

Kenneth Fisher, founder of Fisher Investments. Jonathan Fickies | Bloomberg | Getty Images Individual investors at Fisher Investments transferred $20 million from the...

The worst money mistakes these top advisors have seen investors make

Witthaya Prasongsin | Moment | Getty Images Irish author James Joyce wrote in his novel “Ulysses” that a genius makes no mistakes. “His errors are...

Financial advisors need succession plan to benefit clients and firm

kupicoo | E+ | Getty Images The aging army of independent registered investment advisors who have spearheaded the growth of the financial planning profession need to...

Fisher Investments outflows top $2.5 billion as L.A. pension leaves

The Los Angeles Fire and Police Pension System voted on Thursday to fire Fisher Investments, pulling about $522 million from the money manager. The nine-member board of...