Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0
By Robert Bloink | William H. ByrnesThe agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 07, 2024
LPL Adds Ex-BofA Advisor in TexasAlberto Francis, a former tennis player, has joined its high-net-worth-focused employee affiliation model in Houston.
August 06, 2024
Advisors Made Trades as Retail Investors Struggled to Log OnFinancial professionals appeared to have better luck with brokerage platforms than did invetors during Monday's market turmoil.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 06, 2024
TIAA, Morningstar Accused of Funneling Assets to Proprietary ProductsPlaintiffs say the two firms improperly steered retirement plan investors toward profitable in-house vehicles.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 05, 2024
'As an Industry, We Can Do Better' for Clients, RIA Says"Wall Street uses tricks to fool customers," Merrill advisor turned RIA Christopher Manske says.
August 04, 2024
4 Ways to Help Clients With Digital AssetsClients are increasingly looking to financial advisors to safeguard these assets and add them to estate plans.