Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Top 7 Reasons Americans Hire Financial Advisors
By Michael S. FischerSurvey respondents said having a financial advisor bolsters confidence, yet only 37% work with one.
July 24, 2023
Advisor Fights SEC in Annuity Switching CaseJeffrey Cutter didn't violate the Advisers Act because he was acting as an insurance agent, his lawyers argue.
July 24, 2023
8 Top Tax-Saving Tips for Rising MarketsLoss harvesting isn't the only way to reduce a portfolio's tax bill, especially as its value rises.
July 24, 2023
IRS Halts Most Unannounced Home VisitsThe change is a response to safety concerns for both agents and taxpayers, the IRS says.
July 24, 2023
Inside Morgan Stanley's Big AI Test for AdvisorsThe chatbot is focused on combing through research and even client conversations, says CIO Sal Cucchiara.
July 24, 2023
Creative Planning Adds Goldman as CustodianThe deal gives Creative advisors access to a wider range of solutions.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 21, 2023
Schwab: 11 Things Top RIAs Did Better Than Rivals in 2022Here's what makes these firms stand out, according to Schwab's just-released benchmarking study.