Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Top Retirement Trends to Watch in 2023
By Michael S. FischerAdults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 27, 2023
Debate: Should the DOL Revert to the 2016 Fiduciary Standard?Our tax experts discuss whether bringing the 2016 fiduciary standard back to life would make sense.
August 27, 2023
Groups Move to Support Advisor in Annuity Switching CaseThe SEC alleges that the annuity replacement scheme caused some clients to incur $640,000 in surrender charges.
August 25, 2023
Massachusetts Fiduciary Rule Upheld by Top CourtThe ruling "is a Fenway Park Red Sox grand slam home run" for investors and state regulators, said a fiduciary expert.
August 24, 2023
David Canter Steps Down as President of Kestra's BluespringHe will transition from president to the role of senior strategic advisor.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 22, 2023
What Investors Really Think of AI-Generated Advice: SurveyMost, especially the young, want a second opinion from an advisor, according to the CFP Board.