Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
DOL Releases Final Fiduciary Rule
By Melanie WaddellThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 22, 2024
DOL to Release Final Fiduciary Rule Tuesday: ReportActing Labor Secretary Julie Su is set to announce the final regulation at 5 p.m., says the American Retirement Association.
April 19, 2024
Wealthy Investors Say Bigger Is Better When It Comes to Advisory Firms: CerulliIn a survey, 39% of clients and 32% of unadvised investors favored "a large, national organization."
April 19, 2024
Investors' Economic Optimism Dips: SurveyHalf of respondents said they do not plan to change their portfolios for the next six months.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 18, 2024
Summer Program for Future Planners Is BackThe organizer also has launched the Internship/Externship Program to help firms improve their internship efforts.
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.