Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Tax Talk? Bring It On. Tax Prep? Don't Go There, Advisors Say
By Jeff BermanWhile understanding taxes is crucial to serving clients, the "opportunity" in tax prep has been overstated, some advisors say.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
April 04, 2022
Retirement Changes in Secure Act 2.0: Hopkins, Levine & Treichel to Share Insights April 13Don't miss this informative webcast about the Securing a Strong Retirement Act of 2022 at 1 p.m. Wednesday.
April 04, 2022
Gary Shilling: U.S. Economy Is Doomed Without Consumer SpendingThe U.S. economic outlook is in the hands of households, and their purchasing power is falling.
April 04, 2022
Stocks Look Like the Least-Bad Option in a World Full of RiskBut the wall of worry that stocks have to climb is getting higher and higher due to rampant inflation and other factors.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
April 01, 2022
Why 5 Days a Week in the Office Is Better for EveryoneReturning to the office is critical for training younger workers and for establishing office culture at all ages.