Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Secure 2.0 Act Tax Changes You Should Know for 2024 and Beyond
By John ManganaroMany provisions of the landmark retirement reform legislation will have important tax implications for clients.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
DOL Proposes Regs to Help Job Changers Move 401(k)s AutomaticallyBiden administration officials say automatic portability will reduce cash-outs of small retirement account balances.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 18, 2024
Just How Stressed Are Retirement Savers?Inflation has dropped from worrying highs, but that doesn't mean that all investors feel a whole lot better.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 18, 2024
Flourish Launches Annuity Platform for Independent RIAsThe platform allows fee-based advisors to access annuities for clients without licensing or paper applications.
January 18, 2024
Ex-Citi Advisor Charged With Fraud in Film Investment SchemeHelen Caldwell solicited clients to invest in her movie projects and spent their money on herself, prosecutors say.