How advisors can protect clients from pig butchering scams
What starts with a casual text message might end in financial ruin. Pig butchering, a type of scam that became widespread ...
Tuesday, April 21, 2026
Tag: advisors
Here’s what women are sick of hearing from advisors
Historically, the wealth management industry has been largely by and for men.Today, a smaller share of women's wealth is actively ...
Conestoga Capital Advisors Trimmed Its Position in Simulations Plus (SLP)
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The ...
Gray divorce rise presents retirement challenges for advisors
Divorce later in life doesn't just split assets — it can shatter retirement plans. As so-called gray divorce becomes more ...
SmartAsset calculates financial advisor’s value
Financial advisors seeking a quick way to show prospective clients how their services pay for themselves many times over can ...
How advisors use technology to retain clients during transitions
Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a ...
UBS loses advisors to Merrill, Ameriprise, Raymond James
A father-son and father-daughter team from UBS is headed to Ameriprise for the "autonomy to build a team."Chuck Heare and ...
The Secret Retirement Weapon Advisors Overlook: Health Savings Accounts (HSAs)
When people think of retirement savings, the usual suspects come to mind—401(k)s, IRAs, maybe a Roth account if they’re savvy. ...
How advisors can work with disabled clients
Trust is always an issue for clients trying to find a financial advisor. But that can be exacerbated when the ...
Student loan cap poses planning problems for advisors
Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a new federal student loan ...
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