Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ultra-Wealthy Families Make Big Money Mistakes Too
By John ManganaroThe complexity of some of these clients' financial pictures means everyday errors are surprisingly common.
October 31, 2023
Why the Surge in 'Mini-Millionaires' Demands Advisors' AttentionThis group has important planning needs now and will experience substantial asset growth in the future, advisors say.
October 31, 2023
Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary RuleThat means advisors must know the tax rules for each rollover option, the IRA expert tells ThinkAdvisor.
October 31, 2023
DOL Releases New Fiduciary RulePresident Joe Biden said Tuesday "we're taking additional action to eliminate junk fees in retirement savings."
October 31, 2023
7 Money-Raisers That Could Help Save Social Security (If We Act Now)Acting sooner means more options and less pain, according to the American Academy of Actuaries.
October 31, 2023
New DOL Fiduciary Rule Closes Loopholes, Biden Officials ExplainThe rule applies a fiduciary standard to retirement advice on rollovers and fixed indexed annuities.
October 30, 2023
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 2Here's how executives at RIAs and retirement-focused firms are changing the advice industry.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — IndividualsHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.