Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
8 Social Security Updates Advisors Need to Know for 2024
By John ManganaroImportant earnings limits and benefit reductions have been adjusted, and three states have eliminated taxes on benefits.
December 08, 2023
Open Enrollment Reminder: 2024 FSA Contribution Limit Set at $3,200That's a $150 increase from 2023.
December 08, 2023
Mercer Buys Vanguard's Outsourced CIO BusinessThe unit provides investment management services for nonprofit organizations and other institutional investors.
December 07, 2023
Hotly Anticipated Secure 2.0 Act Corrections Bill Lands in House and SenateThe push is already on to find a piece of must-pass legislation to which to attach the new Secure 2.0 corrections bill.
December 06, 2023
IRS Expands Crackdown on Bogus Employee Retention Credit ClaimsThe agency is sending an initial round of more than 20,000 letters notifying taxpayers of disallowed ERC claims.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
December 05, 2023
Tom James to Leave Raymond James' BoardHe will keep an office at the firm's headquarters "and continue in several advisory roles," the bank says.