Changes advisors expect to make in client portfolios this year

Changes advisors expect to make in client portfolios this year
An InvestmentNews survey looks at how advisors anticipate altering asset allocations for their clients over the next 12 months.
JAN 24, 2023

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Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds
Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds

Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.

Advisor moves: Cetera scoops up $420M Commonwealth duo in North Carolina
Advisor moves: Cetera scoops up $420M Commonwealth duo in North Carolina

Meanwhile, Ameriprise has added a Florida-based veteran formerly with Oppenheimer just as it loses a similarly seasoned professional to Prudential Advisors in New Jersey.

Goldman's ETF land grab accelerates with deal for $30B NEOS
Goldman's ETF land grab accelerates with deal for $30B NEOS

Goldman's asset management arm is deepening its options-ETF bet, adding NEOS's $30 billion income lineup a year after buying Innovator's buffer ETFs.

Two former Commonwealth advisor teams join Independent Financial Partners
Two former Commonwealth advisor teams join Independent Financial Partners

IFP adds roughly $400M in combined assets as advisors from South Dakota and Maryland seek flexible, long-term partnerships following LPL's Commonwealth acquisition.

Nitrogen launches AI tool to calculate insurance coverage needs
Nitrogen launches AI tool to calculate insurance coverage needs

A score is generated to show coverage needs across life insurance, long-term care coverage, retirement income protection, and annuities.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

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