Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Childfree Planning Turns Traditional Advice on Its Head
By Dinah Wisenberg BrinPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 30, 2024
Beware Roth 401(k) Matches' Tax Consequences: Jamie HopkinsIndividuals could face a surprise income tax bill by not realizing that the company wasn't withholding taxes.
August 29, 2024
Housing Wealth Puts Millennials Closer to Retirement ReadinessEarlier generational shortfalls have closed thanks to a big jump in the value of their homes.
August 28, 2024
Social Security Funds Will Last Until 2034: CBOThe agency's new annual projection adds one year to Social Security's solvency outlook.
August 28, 2024
7 New Findings on Workers' Retirement Account Balances: FidelityWhile investors have had to navigate volatility, markets have propelled balances higher in 2024. But can that last?
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
August 27, 2024
SEC Charges Firm, CEO With Bilking Hundreds of ClientsThe firm promised guaranteed investment returns and 100% capital protection, the agency says.
August 27, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning ToolsThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.