Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
December 08, 2023
Open Enrollment Reminder: 2024 FSA Contribution Limit Set at $3,200That's a $150 increase from 2023.
December 08, 2023
Mercer Buys Vanguard's Outsourced CIO BusinessThe unit provides investment management services for nonprofit organizations and other institutional investors.
December 07, 2023
Hotly Anticipated Secure 2.0 Act Corrections Bill Lands in House and SenateThe push is already on to find a piece of must-pass legislation to which to attach the new Secure 2.0 corrections bill.
December 06, 2023
IRS Expands Crackdown on Bogus Employee Retention Credit ClaimsThe agency is sending an initial round of more than 20,000 letters notifying taxpayers of disallowed ERC claims.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 06, 2023
The Fast-Growing Investing Strategy That's Attracting Younger ClientsA passive approach, once reserved for the ultra-wealthy, has become more accessible on a wider scale.
December 05, 2023
Tom James to Leave Raymond James' BoardHe will keep an office at the firm's headquarters "and continue in several advisory roles," the bank says.
December 05, 2023
Tax Quiz: How Much Do You Really Know About Capital Gains?Few areas of the tax code generate more questions, or controversy, than the treatment of capital gains.
December 04, 2023
CEO: To Lead an RIA, 'You Have to Understand People'Technical knowledge is not enough, SignatureFD chief Heather Robertson Fortner tells ThinkAdvisor.
December 04, 2023
A Closer Look at the DOL's Proposed Rollover RuleThe updates would maintain a commitment to ensuring that fiduciary advice is provided in retirement investors' best interest.