Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hotly Anticipated Secure 2.0 Act Corrections Bill Lands in House and Senate
By John ManganaroThe 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
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.
December 05, 2023
Tax Quiz: How Much Do You Really Know About Capital Gains?Few areas of the tax code generate more questions, or controversy, than the treatment of capital gains.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
December 04, 2023
A Closer Look at the DOL's Proposed Rollover RuleThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.
December 04, 2023
10 Gifts Under $100 for Clients and ColleaguesSome of these off-the-beaten-track gifts can even be customized with your firm's logo.
December 04, 2023
Wealth.com Names Jamie Hopkins as Strategic AdvisorThe estate planning firm says Hopkins' appointment reflects its efforts to meet the growing needs of advisors and clients.