Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
8 Emerging Forces Shaping Income and Social Security Planning: Marcia Mantell
By John ManganaroIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
November 06, 2023
Morningstar, Envestnet Launch Managed IRA ServiceThe IRA product will have no account minimum, allowing investors with lower balances to access personalized advice.
November 03, 2023
7 Benefit Adjustments That Could Help Save Social SecurityActing soon would allow for tax increases and benefit reductions to be phased in gradually, a report argues.
November 03, 2023
IRS Indefinitely Extends E-Signature AuthorizationThe acceptance of digital signatures on key documents continues "until more robust technical solutions are deployed."
November 02, 2023
CAIS, Nitrogen Events Highlight Growth StrategiesA new alternatives platform, generative AI and client testimonials were among the themes discussed by industry VIPs.
November 02, 2023
Pittsburgh Advisor Is Running for a CauseWill Hoffman is racing in Sunday's NYC Marathon to raise awareness and research funds to fight neurofibromatosis.
November 02, 2023
SEC Highlights Exam Priorities for 2024Examiners will address how advisors mitigate conflicts of interest and allocate investments to certain accounts.
November 02, 2023
Skip Schweiss: RIAs Can't Afford to Ignore These Big TrendsA fast-evolving set of risks and opportunities is challenging late-career workers, retirees and advisors, Schweiss says.