Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Carson Tapped as FPA Coaching Partner
By Jeff Berman"We've seen the tremendous impact coaching can have in supporting financial planners as they move through the profession," said Carson Group's Jamie Hopkins.
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
March 21, 2022
Money Received Via Crowdfunding May Be Taxable, IRS SaysMoney received by soliciting others to fund businesses or support charities could be taxable.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 21, 2022
Almost Half of Advisors Plan to Use Crypto: CerulliCrypto "will be a routine part of all diversified portfolios," says Ric Edelman, who adds that the sooner advisors get this, "the better."