Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Portfolio Experts to Highlight 2024 Outlook
By Janet LevauxCarson's Ryan Detrick, Frontier's Robert Miller and Hightower's Zachary Christopher zoom in on the markets this Wednesday.
December 14, 2023
IRS Overhauls Leadership StructureThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
December 14, 2023
New Bill Would Permit Roth IRA to Roth 401(k) RolloversCurrent law prohibits workers from rolling Roth IRA savings into workplace-based Roth retirement plans.
December 14, 2023
Why the Annuity Industry Needs a Fiduciary StandardEliminating the systemic problems caused by commissions will unlock vast new pools of assets and attract new users.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 13, 2023
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking AboutDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.