Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'
By Jeff BermanThe strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 04, 2022
Schwab, T. Rowe: 9 Must-Watch Economic Predictions for Advisors, InvestorsTwo investment execs from the firms counseled advisors on handling the economic challenges they see ahead.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.
May 03, 2022
Inflation Eats Up Gains in Post-COVID Bull MarketAdjusted for inflation, the S&P 500 is down roughly 40% in value at an annualized rate, the worst since 1974, according to BofA data.
May 03, 2022
4 Ways SEC's New Proposed Rules Put Cybersecurity Front and CenterDespite pushback, advisors and funds will need to update and document their risk management practices.
May 03, 2022
J.P. Morgan Rolls Out Tax-Smart SMA Platform for AdvisorsThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
May 03, 2022
The Ten Commandments of Financial Advisor SuccessTechnology changes, but the principles of advisors' success are pretty constant.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.