Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is James Gorman Afraid of the Big Bad Wolf of Independence?
By Mark ElzweigThe Morgan Stanley CEO wants advisors to be in the office 75% of the year. Does that make sense?
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 30, 2022
5 TED Talks Advisors Recommend: 2022In our annual quest for illuminating presentations, these were the top picks.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Why C-Suite Execs Should Not Serve as Retirement Plan FiduciariesFirms and their clients won't be served well if fiduciary duties are dumped on managers with full day jobs.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.