Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fee Ignorance Is Widespread Among Investors: FINRA
By Michael S. FischerTwenty-one percent of survey respondents thought they paid no investment fees at all.
January 25, 2023
Penny Phillips: 4 'Expert' Business Tips Advisors Can IgnoreJust because expert advice works for one or hundreds of advisors doesn't mean it'll work for your practice.
January 25, 2023
Get Ready to Resume RMDs From Inherited IRAs in 2023Advisors and clients should be prepared because the IRS is expected to act this year, income experts say.
January 25, 2023
Cetera to Buy Securian Financial's Wealth UnitThe deal includes 1,000 financial professionals and 30 firms working with a total of $72.2 billion in assets.
January 25, 2023
New Recruits Brought $8.5B to Kestra in 2022The firm added 80 advisors and brokers, many citing Kestra's size as a reason for joining the network.
January 24, 2023
Secure 2.0 Drafting Error Threatens Catch-Up ContributionsExperts like Ed Slott say a technical correction is likely.
January 24, 2023
Why Your Next Go-To CPA Partner Could Be OffshoreFinancial planning professionals will have to search harder and harder for trusted CPA partners in the coming years.
January 24, 2023
Michael Kitces: 8 Ways Planners Can Boost Efficiency, IncomeOne key to scaling your practice is making the financial planning process as repeatable as possible, Kitces says.