Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
9 Things to Know About IRA Beneficiaries Under the Secure Act
By John ManganaroWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.
March 07, 2024
Advisor Etiquette for Tough SituationsEtiquette expert Sara Jane Ho reveals how to graciously navigate first impressions, grieving widows and angry clients.
March 07, 2024
RFG Advisory Hires Abby Salameh as Top Growth ExecThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 07, 2024
3 Suspects Charged With Murdering Advisor, Wife Who Vanished at SeaThe suspects are also charged with kidnapping and escaping lawful custody, among other crimes.
March 06, 2024
CFP Board Launches 'Wealth Is Women's Work' Scholarship ProgramThe program aims to cover part of the exam fee for young women hoping to become CFPs.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
March 05, 2024
These IRA Mistakes Could Derail Your Clients' RetirementThere is a mountain of money socked away in IRAs, but that doesn't mean everyone understands the rules.
March 04, 2024
What Many Advisors Overlook in Boosting Clients' Financial SecurityThe psychology of money is becoming core to the planning profession. Here's where to start.