Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Time to Retire the 4% Rule, Retirement Pros Say
By John ManganaroThe rule was meant to be a guideline, not a real plan, David Blanchett, David Lau and Shannon Stone say.
October 27, 2022
Why Fixed Indexed Annuities Are BackWith the big jump in bond yields, advisors need to reevaluate the best retirement income strategies for clients.
October 26, 2022
U.S. Bias Has Demolished Retirement Accounts in 2022There's no free lunch in investing, and the same strategies that helped U.S. investors are now harming them.
October 26, 2022
New SEC Plan Says RIAs Must Vet Third-Party ServicesThe SEC doesn't recognize "how little leverage firms have over many service providers," says IAA's Karen Barr.
October 26, 2022
This Trait Makes You a Better Investor: Barry Ritholtz"Recognizing how little you actually know is a superpower," Barry Ritholtz wrote.
October 26, 2022
5 Steps to Boosting Your Independence — TodayThis is the best time in decades for advisors to upgrade and strategically position their practices, says one recruiter.
October 26, 2022
DOL Extends Indie Contractor Rule Comment PeriodThe comment period has been extended to 60 days from 45.
October 25, 2022
Bear Market Portfolio Insights and Tips for Anxious AdvisorsNot all is bad in the current market, Lara Reinhard of Janus Henderson tells ThinkAdvisor.