Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
8 Top Tax-Saving Tips for Rising Markets
By John ManganaroLoss harvesting isn't the only way to reduce a portfolio's tax bill, especially as its value rises.
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.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.