Browsing Tag
Financial Advisors
38 posts
Big Firms Help CFP Professional Ranks Top 100,000 Threshold
CFP Board says leading financial firms championed growth of Certified Financial Planner ranks with a record 6,541 new certificants in 2024
10 Financial Advisory Firms Recognized as 2024 ‘Charitable Champions’
Invest in Others Charitable Foundation announces this year’s best at giving back to their communities
Selecting Right Investments, Budgeting for Retirement Among Top Financial Tasks
The data from Hearts & Wallets found that 60% of U.S. households sought professional advice for at least one financial task in 2024
Got a Financial Advisor? Expect to Retire 2 Years Earlier
Latest findings from Northwestern Mutual’s Planning & Progress Study focus on advantages of working with an advisor compared to those who don’t
The Rate of Financial Advisors is Slowly Falling
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli
More Americans Believe Their Financial Planning Needs An Upgrade
Latest findings from a Northwestern Mutual Planning & Progress Study shows 66% of Americans say their financial planning needs improvement
Investors Bullish on AI as a Tool for Advisors
Morgan Stanley Wealth Management Pulse Survey reveals finds more than 7 in 10 investors believe artificial intelligence is a game-changer
Over Half of Americans Forego Working with a Financial Advisor
Retirable analyzes the behaviors of retirees and pre-retirees in a new "State of Retirement 2023" report, finding that more Americans have not met with a financial advisor despite wanting to preserve their lifestyles
Financial Advisors Are Changing How They’re Investing in Retirement
A 2023 outlook report by Ernst & Young lists how financial advisors can help their investor clients navigate the uncertain market
Women Advisors Prioritize Helping People Over Compensation
Understanding motivations, hurdles and success factors key to recruiting and retention, finds new survey and whitepaper from OneAmerica