Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why the Annuity Industry Needs a Fiduciary Standard
By David LauEliminating the systemic problems caused by commissions will unlock vast new pools of assets and attract new users.
December 13, 2023
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking AboutDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 13, 2023
Ex-Wells Fargo Advisor Defrauded Health Plans, Jury FindsThe financial professional and a pharmacist secured $4 million in extra benefits payments, the U.S. attorney argued.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.
December 12, 2023
DOL's Gomez Lays Out Fiduciary Rule's Chief GoalsDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
December 12, 2023
9 Reasons Older, Wealthy People Want to Make Younger FriendsFor your business, you can — and should — connect with people who are about the same age as your grandparents.