Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is the 4% Rule Too Safe?
By David BlanchettWhile rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
May 01, 2024
Cetera Releases Active ETF Recommendation List for AdvisorsThe vetted list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, Cetera says.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.