Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Have Your Clients Evaluated Their 2022 Roth Conversion Strategy?
By Robert Bloink | William H. ByrnesThe IRS also has reminders for taxpayers with side jobs and businesses seeking to claim employee retention credits.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
Portfolio Outlook Is the Best Since 2010: JPMorgan's KellyStrategist David Kelly and colleagues also say investors should stick with 60/40 portfolios, which are poised to recover in about three years.
November 08, 2022
Ameriprise Rolls Out Military Advisor DesignationThe CMFA certification is open to Ameriprise advisors through mid-2024, when it will become available to other advisors.
November 08, 2022
Ex-Advisor to Pay $314K for Preparing False Tax ReturnsThe IRS filings included fake charitable contributions, unreimbursed business expenses and business losses, costing the government over $300,000 in tax revenues.
November 08, 2022
4 Ways to Boost Your Firm's Client ReferralsAdding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm.
November 08, 2022
4 Ways to Make a Move — With Fewer HeadachesWhile switching firms is a major undertaking, the fear of what this process entails should not hold you back.
November 08, 2022
Wells Fargo Picks Up $2.6B UBS TeamMargate Wealth has four advisors and offices in Short Hills, New Jersey, and New York.