Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
IRS Overhauls Leadership Structure
By John ManganaroThe moves set for early 2024 mark the agency's first such organizational change in more than two decades.
December 14, 2023
Why the Annuity Industry Needs a Fiduciary StandardEliminating the systemic problems caused by commissions will unlock vast new pools of assets and attract new users.
December 14, 2023
20 Books Loved by Industry ExecsCarl Richards, Bill Crager, Natalie Wolfsen and others recommend these reads for inspiration, lessons in leadership and fun.
December 13, 2023
8 Ways Tax Planning Is Changing FastTax-aware wealth management is in increasing demand.
December 13, 2023
The Retirement Spending Assumption Dave Ramsey, and Most Advisors, Aren't Talking AboutDon't be so quick to yell "heresy" at the thought of an initial 8% withdawal rate. Here's why.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 13, 2023
Ex-Wells Fargo Advisor Defrauded Health Plans, Jury FindsThe financial professional and a pharmacist secured $4 million in extra benefits payments, the U.S. attorney argued.
December 12, 2023
When a Client Faces Cognitive Decline, Speak UpIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.