Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning Checklist
By Jeff BermanKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 01, 2022
The Next Fintech Movement Coming to the U.S.Canadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding southward.
August 01, 2022
Worker Classification for Independent Financial Professionals: Big Changes Ahead?The Labor Department plans to propose new rules on independent contractors that might affect advisors.
August 01, 2022
10 Steps Advisors Should Take to Protect Their Clients' Portfolios NowBuckingham's Jeffrey Levine, Larry Swedroe and Kevin Grogan address the planning implications of a recession and inflation.
July 29, 2022
National Securities Closes Its DoorsThe broker-dealer ceased operations this week, and its advisors moved to B. Riley Wealth through a merger.
July 29, 2022
Mental Health Could Have Major Impact on Social Security Trust FundIf disability claims spike in the pandemic's aftermath, retirement funds might be needed to cover the shortfall.
July 29, 2022
Stocks Set for Best Month Since 2020Nasdaq 100 futures added more than 1% after the U.S. stock market hit a seven-week high Thursday.
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.