Almost three-quarters (71%) of advisers have more clients now than they did before the COVID-19 pandemic, a survey conducted by The College for Financial Planning found.
The four-question survey of 209 financial advisers, which was conducted from Aug. 25 to Oct. 2, also found that 70% of advisers said their clients have not postponed retirement because of the pandemic and that 61% of advisers will not change their investment advice if Joseph Biden is elected president.
When asked if they were concerned about inflation in 2021, 61% of advisers said they weren’t, while 8% said they were not sure.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
