Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking About
By Jim SandidgeDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
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.
December 11, 2023
Michael Finke: 3 Critical Lessons From the COVID CrashIt also showed the value of target-date funds, the retirement researcher says.
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.