Nov 6, 2023
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Featured News
Robbins cuts path that diversifies advice
Rita Robbins, the 2023 recipient of the Alexandra Armstrong Award for Lifetime Achievement, founded Affiliated Advisors 30 years ago, a ground-breaking move in a career that has created new opportunities for women.
Behind the business case for more female advisors
As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand.
Giving clients’ finances a health check
Carolyn McClanahan looks back on her career change from physician to financial planner and how the two professions are more interlinked than she anticipated.
Despite issues with Schwab, RIAs from TD stay put
Some advisors don’t like the number of master accounts at Schwab, the phone support or the technology. They’re exploring other custodians but don’t want to repaper.
Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
