Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Boost Your Value by Seeing How Taxes Are Part of Every Financial Decision
By Todd MackayA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 20, 2021
FINRA Upholds Bar of Ex-Broker Caught Cheating on Series 24 ExamThe ex-broker and compliance officer for a firm in Texas allegedly wrote test information on his driver's license, fingers and forearm.
December 20, 2021
10 Most Searched Financial Terms by U.S. InvestorsHere are the abbreviations Americans understand the least, judging from what they searched for the most.
December 20, 2021
How to Uncover Clients' Real Charitable GoalsDuring this holiday season, advisors can help clients understand the impact of ongoing philanthropy on their overall financial plan.
December 20, 2021
Manchin Outlines Tax, Policy Changes He Wants in Biden BillThe senator wants a revised bill that deeply overhauls the tax code to make it fairer and lowers the cost of more prescription drugs.
December 20, 2021
SEC Commissioner Roisman to DepartHis exit will expand the Democrats' majority at the agency, which is now led by Gary Gensler.
December 20, 2021
How U.S. Economy Loses After Manchin-Powell PivotsHere's what the derailing of President Joe Biden's $1.75 trillion spending plan, and other factors, mean for GDP growth in 2022.
