Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
DOL Issues New Independent Contractor Rule
By Melanie WaddellFSI is reviewing the rule to ensure advisors' independent contractor status is protected, Dale Brown says.
October 10, 2022
11 Ways Tax Planning Can Grow Your FirmTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.
October 10, 2022
IRS' New RMD Guidance Brings Relief to IRA Beneficiaries — for NowWhile uncertainty remains on future RMDs, the IRS announcement gives advisors and clients more room for planning.
October 10, 2022
Gary Shilling: Bear Market Won't Leave Till Investors Heave"Far too many people cling to the idea that this is a short-term phenomenon," Shilling told ThinkAdvisor.
October 10, 2022
What to Make of the Industry's First 'Wealth Festival'Co-hosted by Ritholtz Wealth and Advisor Circle, Future Proof turned the traditional notion of what an industry event can be on its head.
October 07, 2022
Why Nov. 1 Might Be a Smart Retirement Date for Your Older ClientsRick Ferri is warning near-retiree clients about a potentially overlooked consideration that could cost pension recipients big-time.
October 07, 2022
One Advisor's Hurricane Ian Story: Over $100K in Damage but Lots of GratitudeA managing partner of an Orlando BD tells ThinkAdvisor that while his property suffered damage, his heart goes out to others who weren't as "lucky."
October 07, 2022
Inside the LUMINARIES Program: MethodologyHere's how we've selected the finalists and winners of 2022, who will be announced at our gala in New York on Nov. 17