Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 HSA Bills Introduced in 2021
By Melanie WaddellSen. Marco Rubio, R-Fla., has proposed a sweeping overhaul of HSAs with his Health Savings Act of 2021.
December 14, 2021
Ed Yardeni: Why 70-Plus 'Panic Attacks' Haven't Killed the Bull MarketThe popular economist explains why he's bullish on both the economy and stock market, and why he sees no recession ahead.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.
December 14, 2021
Biden Moves to Improve Social Security ClaimingHis executive order also requires the IRS to return calls to taxpayers and Medicare to set up a portal so recipients can find more ways to save money.
December 13, 2021
How Carson Group's Teri Shepherd Keeps Her Focus on What MattersThe exec explains why she blocks out several hours a week to focus on what "moves the needle" rather than more routine tasks.
December 13, 2021
J.P. Morgan Ordered to Pay $4M to Client in FINRA Arb DisputeThe client alleged the firm made unsuitable trades in her account, including in high-risk equities and "junk bonds."
December 13, 2021
Trendspotter: 401(k) Participants Are Staying in Plans After RetirementFor some advisors, this trend raises questions about compensation and conflicts of interest, retirement researchers say.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.