Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
IRS Halts Most Unannounced Home Visits
By John ManganaroThe change is a response to safety concerns for both agents and taxpayers, the IRS says.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 21, 2023
Schwab: 11 Things Top RIAs Did Better Than Rivals in 2022Here's what makes these firms stand out, according to Schwab's just-released benchmarking study.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
July 20, 2023
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab CharitableDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 20, 2023
Portfolio Manager Barry Gilbert Leaves LPL for Carson GroupAfter 10 years at the firm, the asset allocation strategist follows three other LPL veterans.