Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Don't Leave Retirement-Account Tax Surprises to Clients' Heirs
By Jeff BermanThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 28, 2022
11 Ways to Make the Case for Total Return StocksHere are a few key points and things to look for when advising investor clients on these investments.
March 28, 2022
Top 10 Retirement Reforms in Bill Up for House Vote TuesdayPassage by the House of the Securing a Strong Retirement Act of 2022, or Secure Act 2.0, is anticipated late tomorrow.
March 28, 2022
Top 10 Takeaways on Americans' Financial Insecurity Today: TIAASix of 10 investors polled felt stressed about their finances, and a quarter were experiencing a great deal of stress.
March 28, 2022
Goldman, JPMorgan Strategists Say Equities Can Weather Bond RoutA growing number of money managers are betting equity indexes have already largely priced in bearish bond moves.