Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Rules of the Road for Rehiring Ex-Employees
By Robert Bloink | William H. ByrnesProceed with caution if the former employee previously participated in your firm's 401(k) or retirement plan, say these tax experts.
December 28, 2021
What's Next for Build Back Better, Form CRS and the New Fiduciary Rule?Greg Valliere, Ron Rhoades and Fred Reish weigh in on what lies ahead for new laws and rules coming out of Washington in 2022.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 28, 2021
8 Bitcoin Tax Facts to KnowAre you advising your clients correctly when it comes to their investments in cryptocurrencies and the IRS?
December 27, 2021
JPMorgan Says Investors Too Bearish, Doesn't See Stock SelloffInvestors have been treating mega caps as safe-havens, or "pseudo-bonds," the strategists wrote.
December 23, 2021
What 8 Advisors Will Do Differently in 2022: Advisors' AdviceHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.
December 23, 2021
25 Best Stocks of 2021: MorningstarEnergy, tech and consumer cyclical stocks make up more than half of the top-performing stocks in Morningstar's coverage list this year.
December 23, 2021
SEC Rejects Two Spot-Bitcoin ETFsRegulators handed cryptocurrency enthusiasts a proverbial bag of coal ahead of the Christmas holiday.