Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Final DOL Fiduciary Rule Lands at OMB
By Melanie WaddellReviews by the Office of Management and Budget typically take up to 90 days.
March 07, 2024
Advisor Etiquette for Tough SituationsEtiquette expert Sara Jane Ho reveals how to graciously navigate first impressions, grieving widows and angry clients.
March 07, 2024
RFG Advisory Hires Abby Salameh as Top Growth ExecThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
March 07, 2024
3 Suspects Charged With Murdering Advisor, Wife Who Vanished at SeaThe suspects are also charged with kidnapping and escaping lawful custody, among other crimes.
March 07, 2024
10 Facts About IRA Contributions, Balances and RolloversThe pace of rollovers has been instrumental to the IRA's success as a savings vehicle, the ICI reports.
March 06, 2024
CFP Board Launches 'Wealth Is Women's Work' Scholarship ProgramThe program aims to cover part of the exam fee for young women hoping to become CFPs.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
Bear Markets and Winter Colds: 11 Ways They AlignSure, they're both annoying and, usually, temporary: This too shall pass.