7 Emerging Challenges for Advisors, and How Custodians Want to Help
By Victoria ZhuangAt a NAPFA conference, execs from Schwab, Pershing and other custodians weighed in on what's next for RIAs.
February 26, 2024
College Endowment Returns Rebounded in Fiscal 2023U.S. higher-learning institutions and affiliated foundations gained 7.7%, net of fees, according to the yearly study.
February 26, 2024
How to Explain 11 Financial Planning Terms to ClientsThese terms may be plain as day to you, but don't assume your clients feel the same.
February 26, 2024
Advisor Accused of Taking $1.6M Faces Wire Fraud ChargeProsecutors allege that the wealth manager misappropriated client funds, using them for her real estate business.
February 26, 2024
Time for a 'Roth Review' With Retirement Plan ClientsSecure 2.0 "provides new mandatory and new optional Roth issues to consider," ERISA lawyer Brad Campbell says.
February 26, 2024
Are Clients Who Need Life Settlements Passing You By?Your competition for the policy sale is out there on TV.
February 26, 2024
Will DOL's Rule Lay an Accidental Fiduciary Trap?The fiduciary rule proposal leaves ambiguity that some say could have a chilling effect on financial guidance.
February 26, 2024
Investment Fears in a Presidential Election YearOne goal for you may be to keep clients' money working during confusing times.