Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
DOL's Gomez Lays Out Fiduciary Rule's Chief Goals
By Melanie WaddellDOL's two-day public hearing on its new fiduciary plan kicked off Tuesday, with more than 40 groups set to testify.
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
Inherited IRAs and RMDs: 8 Things for Surviving Spouses to KnowWhen a surviving spouse inherits a retirement account, they have an important choice to make.
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.