Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A Financial Planning Checklist, From Age 20 to 70 and Beyond
By Roger WohlnerHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
9 Steps for Advisors to Rebuild GoodwillYou can't erase history, but you can position yourself as genuine and generous, earning prospective clients' respect.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 16, 2024
Advisor Coach Reveals the 5 Challenges He's Asked About MostDerrick Kinney, a former advisor, also shares his secret to helping clients make a smooth transition to retirement.
April 16, 2024
Advisor on FBI's 'Most Wanted' List Arrested on Fraud ChargesAuthorities say William Jack Berg defrauded his clients, using their $1.5 million for his own benefit.
April 15, 2024
Don't Finalize Fiduciary Rule Now, Groups Urge DOLA supporter of the rule called their request "the last refuge of a desperate group of industry opponents."
April 15, 2024
What Comes After the CFP? This Industry Group Offers an AnswerThe Investments and Wealth Institute says its advanced certifications for HNW advisors are in high demand.