Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
April 23, 2024
DOL Releases Final Fiduciary RuleThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 22, 2024
DOL to Release Final Fiduciary Rule Tuesday: ReportActing Labor Secretary Julie Su is set to announce the final regulation at 5 p.m., says the American Retirement Association.
April 19, 2024
Wealthy Investors Say Bigger Is Better When It Comes to Advisory Firms: CerulliIn a survey, 39% of clients and 32% of unadvised investors favored "a large, national organization."
April 19, 2024
Investors' Economic Optimism Dips: SurveyHalf of respondents said they do not plan to change their portfolios for the next six months.
April 19, 2024
10 Industries With Worst Performing 401(k) PlansThere are dramatic differences when it comes to average account balances, participation rates and other metrics.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 18, 2024
Summer Program for Future Planners Is BackThe organizer also has launched the Internship/Externship Program to help firms improve their internship efforts.