Ed Slott: Inflation Has Created an Unprecedented 4-Year Roth Conversion Opportunity
By Melanie WaddellTalk about Roth conversions "now, before year-end with every client who has an IRA," Slott tells ThinkAdvisor.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 17, 2022
Fed to Face Rising Tensions in Next Congress on Inflation and JobsThe Federal Reserve will be an easy target for lawmakers if a downturn results from its tightening campaign.
November 17, 2022
Ritholtz Wealth Taps Vanguard Veteran as New PresidentJay Tini will join the New York registered investment advisor on Jan. 1, managing the firm's day-to-day operations.
November 17, 2022
10 Do's and Don'ts for Fine Dining With Potential ClientsDon't let your new wealthy friends assume you were raised by wolves.
November 17, 2022
LPL Boosts Tax Capabilities for Advisors With HolistiplanAs part of LPL's vendor affinity program, Holistiplan's providing LPL advisors with discounted tax platform access and training.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.