Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New DOL Fiduciary Rule Coming in August
By Melanie WaddellLabor's new reg flex agenda says the conflict of interest rule would amend the definition of "fiduciary."
June 14, 2023
Building a Network for All AdvisorsEmlen Miles-Mattingly co-founded Onyx to help advisors who have been marginalized by big firms, he says.
June 14, 2023
Retirement Investors Are Losing Faith in 60/40 Portfolios, 4% RuleAmid concerns about market volatility and Social Security insolvency, investors are turning to alternative income strategies.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
June 13, 2023
This Annuity Helps Retirees Outperform 4% Withdrawal Rule: RetireOneContingent deferred annuities can meaningfully improve outcomes for retirement savers, a white paper argues.
June 13, 2023
What AI Can, and Can't, Do in Wealth ManagementTechnology and the human touch can complement each other to benefit the end client.
June 13, 2023
Have Big Social Security COLAs Sparked a Retirement Spending Spree?Older Americans' spending is growing faster than younger Americans', but Social Security is only part of the story.
June 12, 2023
10 Proven Strategies for Adding Top Advisors to Your FirmNeed to source great talent for your wealth management firm? Consider these insights from two recruiting experts.