Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
From Pets to Polyamory, 12 Unique Estate Planning Questions
By Emily HolbrookToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 08, 2022
Ameriprise Rolls Out Military Advisor DesignationThe CMFA certification is open to Ameriprise advisors through mid-2024, when it will become available to other advisors.
November 08, 2022
Ex-Advisor to Pay $314K for Preparing False Tax ReturnsThe IRS filings included fake charitable contributions, unreimbursed business expenses and business losses, costing the government over $300,000 in tax revenues.
November 08, 2022
4 Ways to Boost Your Firm's Client ReferralsAdding services like tax planning can increase client satisfaction and turn clients into vocal advocates for your firm.
November 08, 2022
4 Ways to Make a Move — With Fewer HeadachesWhile switching firms is a major undertaking, the fear of what this process entails should not hold you back.
November 08, 2022
Wells Fargo Picks Up $2.6B UBS TeamMargate Wealth has four advisors and offices in Short Hills, New Jersey, and New York.
November 07, 2022
What Advisors, Clients Should Know About Political DonationsDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
November 07, 2022
Kitces, Other Advisors Stunned by Rude Advisor Sanctioned by CFP Board"Wow, this was a wild ride," said Michael Kitces about David R. Nute, who told his prospective client that her reactions "tell me why your husband left you."