Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
SoFi Offers 2% IRA Contribution Match Through Tax Day
By John ManganaroThe firm is doubling a previously announced 1% IRA match offered in late 2023.
January 04, 2024
Meet the FPA's New PresidentClaudia Cypher Kane, CFP, now leads the group and its 17,000 members. She's been an advisor since 1985.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
January 02, 2024
Protect Your Clients From the Retirement Income Death SpiralThose destined to go broke in retirement tend to do so slowly, at first, then all of a sudden.
January 02, 2024
Wells Fargo Advisor's Mistake Caused Costly RMD Shortfall: LawsuitAn IRA trust fell short on RMDs, incurring big fines, based on an inaccurate birthdate, the lawsuit contends.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 29, 2023
The Biggest Gaps in RIAs Today: Joe DuranHere's what stands between midsize firms and the national market, according to the former United Capital CEO.