Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Things Advisors Get Wrong About Childfree Clients
By John ManganaroFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
October 04, 2022
4 Uncomfortable Facts About Early Retirement That Clients Need to HearThough unexpected late-career terminations are disruptive, with the right planning, they don't have to be catastrophic.
October 04, 2022
Morgan Stanley to Combine Robo Offerings Within E-Trade BrandThe wirehouse's announcement came only a week after Fidelity made a similar move.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
October 04, 2022
4% Rule Is Based on Faulty Assumptions, New Paper ArguesThe actual safe withdrawal rate is much lower, the researchers say; advisors caution against relying on rules of thumb.
October 03, 2022
What's Up With the Social Security 'Donut Hole'?Proposals to extend the payroll tax to higher earners would increase these workers' taxes but not their retirement benefits.
October 03, 2022
7 Advertising Don'ts Under New SEC Marketing RuleThe SEC's new Marketing Rule has some prohibitions that affect all RIA ads, testimonials and endorsements.
September 30, 2022
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.