Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
13 New Tax Numbers to Know for 2024
By John ManganaroThe newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 09, 2023
SEC Bars Ex-Edward Jones Rep Who Defrauded Clients Out of $800KRonald T. Molo, accused of using client money to pay for two cars, has been sentenced to two years in prison.
November 09, 2023
IRS Announces Tax Inflation Adjustments for 2024The Internal Revenue Service just posted standard deductions and other adjustments for 60-plus 2024 tax provisions.
November 08, 2023
No Asset Minimums? No Problem, One Advisor SaysFinancial pros focused on wealthy retirees may miss the potential of younger but less affluent clients.
November 08, 2023
Proposed DOL Standard Would Greatly Expand Fiduciary ReachThe new rule would make major changes to the five-part test for fiduciary status.
November 08, 2023
Hightower Acquires $2.5B RIAThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
November 08, 2023
Leadership Means Taking a Hard Look at Real ProblemsThe best managers put aside quick-fix tasks and do the hard work of identifying deeper challenges.
November 07, 2023
Get Clients Ready for 2026 Tax Hikes NowTax liabilities for most Americans will likely rise when much of the Tax Cuts and Jobs Act expires.