Articles written by Benzinga Advisor

How The Adviser Shortage Creates An Opening For Independent RIAs

Assets managed by advisers continued to grow in 2023, hitting a record $31.3 trillion, according to a new report from Cerulli Associates.

Gaps In RIA Succession Planning Reveal Opportunities

Q4 Market Roller Coaster Reveals Retirement Planning Pitfalls

The roller coaster markets of the last quarter of 2024 hold some important lessons for how advisors should approach retirement planning with their clients.

New Generation Beta Brings Fresh Financial Planning Challenges, Opportunities

Generation Beta, born on Jan. 1, 2025, faces a unique financial landscape. Financial advisors must guide parents in long-term planning, as this generation may never retire.

'Most Crypto-Foward' RIA Slams Bitcoin Forecasts From Michael Saylor, Others: 'Disvalues It To Me'

"I think that's a ridiculous number."

Americans Regret Retirement Prep As Advisors Rethink 2025 Strategies

Financial Advisor Calls Stocks 'Dinosaur Bones' — But Likes Some ETFs

Tyrone Ross Jr. sat down with Benzinga's Chief Content Officer Brad Olesen in a multipart interview series to discuss how his financial planning firm, 401 Financial, is educating clients about cryptocurrency and Bitcoin (CRYPTO: BTC) and avoidi

Set Your Advisory Business Up For Success In 2025

Financial advisors must adapt to changes in the industry, including targeting younger clients and offering specialized services, to remain competitive.

How To Bridge The Financial Product Knowledge Gap, Drive Business

Survey shows 60% adults would buy more financial products if they understood them better.

Why Trump-Era Investment Planning Will Be Different Than Expected

As your clients inevitably ask about portfolio positioning for Trump's second term, new insights from the Charles Schwab Impact 2024 conference offer crucial talking points for managing expectations and avoiding common investment pitfalls.

Advisors Need To Step Up To Help Americans Save For Retirement

What Trump's Victory Could Mean For The 2017 Tax Cuts

Americans Worried They'll Mess Up Retirement Income Planning, Almost Half Fear Living Too Frugally

New research reveals Americans' concerns about retirement income planning, with many lacking a plan. Advisors should focus on secure income strategies.

How To Help Your Clients Maximize Their 401(k) Contributions

Strategies to optimize 401(k) contributions: start at 10%, increase annually, consider additional factors. Advisors recommend reviewing regularly.

'Great Wealth Transfer' Poses Both Risks And Opportunities For Financial Advisors

Advisors worldwide concerned about retaining clients and assets during impending $84 trillion wealth transfer. Focus on relationships and expanding services to combat generational attrition.

Advisors Say They Cover Key Retirement Topics, But Clients Disagree — New Research Highlights The Disconnect

Research by David Blanchett shows differences between retirement planning services offered by financial advisors and what clients receive. Communication and service delivery need improvement.

Financial Literacy Gaps Leave Small Businesses Ripe For Advisor Expertise

Financial advisors can tap into a large market of small business owners struggling with financial literacy and challenges, making their expertise valuable.

Long-Term Care Costs Are Reshaping Advisor-Client Relationships

A recent analysis reveals a looming crisis in long-term care affordability.

Retirement Strategies In 2024 Focus On Flexibility And Income

T. Rowe Price's 2024 Defined Contribution Consultant Study reveals shifts in retirement planning strategies, with focus on personalization and income

Advisors Brace For Fed Rate Cuts: Shifting Bond Strategies To Balance Yield And Risk

Americans must adjust bond and income portfolios as Fed cuts rates. Advisors reassess fixed-income strategies amid varying market approaches.