Tag: RIA

Advisers as Hybrid W-2 and 1099 Employees

Questions about compensation lie at the heart of advisers’ decisions about independence, practice ownership and opportunities for affiliation.

Familial Caregiving Impacts Many Clients’ Finances

One in five U.S. adults currently assists an older family member with daily tasks or housing, according to a new survey from RBC Wealth Management; in addition to causing stress and anxiety, the impact of caregiving can be significant on an individual’s financial health.

Retirement Industry People Moves

Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.