Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Daniel Moisand Takes Over as CFP Board Chair
By John ManganaroMajor ongoing projects for the CFP Board include a review of the board's competency standards.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 09, 2023
5 Trends Shaping Wealth Management in 2023 and BeyondThese under-the-radar industry developments could have a big impact on your firm's strategic planning.
January 06, 2023
How to Personalize the Client Experience: Julie LittlechildGive clients what they want, not what you think they want, the Absolute Engagement founder says.
January 06, 2023
Jeff Levine Answers Secure 2.0 Tax Questions From AdvisorsThe CPA and financial planner addressed Roth contributions, RMDs and 529 plan rollovers.
January 06, 2023
10 Expressions That Help You Get What You WantAdvisors face many situations where using the right words is the key to getting the desired result.
January 06, 2023
5 Keys to a Texting Policy That Will Stand Up to SEC ScrutinyThe SEC is aggressively looking into texting by financial professionals. Does your firm have appropriate policies and procedures?
January 05, 2023
Don't Let Excess 401(k), IRA Savings Cause a Cash CrunchAdvisors should help clients balance pretax savings with funds that can be accessed in an emergency.