Financial Advisors

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while last year saw a whopping 233. Over the same decade, the value of acquired assets grew from $...

Fully one-third of Americans are planning to reduce how much they spend on "financial vices" because of the economy, according to research from Bankrate.com, with important implications for advisors and their clients. The survey distinguished six different vices — alcohol, lottery tickets, casino...

In a recent interview with ThinkAdvisor, a senior financial planner with Kitces.com, Ben Henry-Moreland, laid out the tax planning implications of Donald Trump‘s return to the White House. In short, it’s now almost guaranteed that the 2017 Tax Cuts and Jobs Act (also known as the Trump...

Assets managed by advisers continued to grow in 2023, hitting a record $31.3 trillion, according to a new report from Cerulli Associates. However, the number of advisers managing all that money has not been growing nearly as fast. Over the last ten years, the report indicates the number of...

America’s ageing population does not only show up in a larger proportion of adults nearing or reaching retirement, advisors themselves are also aging out of the business. Yet preparations for how to deal with this shift are at all-time lows in the industry, according to a new national survey...

The roller coaster markets of the last quarter of 2024 hold some important lessons for how advisors should approach retirement planning with their clients. While last November’s election sent the markets on a rally, with the S&P 500 ending up 5.9% that month, the same index fell 2.4% the...

Jan. 1, 2025, marks the first possible birthdate for Generation Beta. It’s also a unique opportunity for financial advisors to guide new parents through comprehensive long-term planning, especially as Prudential Financial’s latest research shows that 58% of current and future parents...

Jim Cramer thinks that the fear of higher capital gains taxes could have halted the Santa Rally over the last four days of 2024, even as the S&P 500 set new records during the year. What Happened: The S&P 500 index fell for the fourth session on Tuesday, which was its longest losing year-...

"I think that's a ridiculous number." Tyrone Ross Jr. of 401 Financial didn't mince words when it comes to the hysteria around Bitcoin (CRYTO:BTC) in the lead up to $100,000. What really struck him was some of the price targets thrown around by Microstrategy (NASDAQ:MSTR)  exec Michael Saylor...

Recent surveys from Nationwide and Fidelity Investments reveal the financial regrets and resolutions that Americans are taking with them into 2025. The data points to significant gaps in financial planning that should reshape how financial advisors approach client relationships in 2025,...

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 avoiding some of the pitfalls of the traditional financial...

The advisory landscape is undergoing a fundamental transformation that demands immediate action from financial advisors. While firms like Creative Planning have achieved remarkable $16 billion valuations, traditional business models face mounting challenges that require strategic adaptation,...

The long-term global asset management industry is set for notable growth over the next five years, with assets under management projected to reach $43.6 trillion by 2029, or 7.1% annualized. ISS Market Intelligence published the findings in the latest “State of the Market: Future of Retail...

Recent findings from Barnum Financial Group, as reported by Investment News, show a critical insight for financial advisors: 60% of adults would buy more financial products if only they understood them better, with this figure rising to 72% among young millennials. The survey reveals several...