- Becoming a Top-Ranked Advisor Boosts AUM, Client Accounts
Surprise! Surprise? For financial advisors, scoring placement in a “top advisor” list pays off. According to research from the University of Kentucky, being named a top advisor increases assets under management (AUM) and client accounts for individual advisors and their… read more…
- Retirees Don’t Know Their No. 1 Retirement Risk: Advisors Can Help
Retirees don’t accurately understand their risks in retirement, according to a recent analysis from the Center for Retirement Research at Boston College. The brief, authored by Wenliang Hou, finds a disconnect between how retirees rank perceived risks and their objective… read more…
- Model Portfolios Gain Popularity: Advisors, Take Note
Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of March 2022, according to financial services firm Morningstar. That’s an estimated 22%… read more…