Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Calculate RMDs for Inherited IRAs
By Robert Bloink | William H. ByrnesThe penalty waivers the IRS has offered each year since 2020 for missed RMDs have created some confusion.
May 22, 2024
A New Study Links Partial Retirements to a Surge in Spending. What Gives?A new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 21, 2024
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed YardeniLooking to the near future, the economist sees two bullish scenarios and one bearish one, he tells ThinkAdvisor.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
May 20, 2024
Bitcoin ETF Inflows Are Skyrocketing. Do Advisors Care?While skeptics remain, data suggests the number of advisors open to recommending crypto has risen.
May 17, 2024
What the FTC's New Non-Compete Ban Means for Advisor RecruitingThe real reason unhappy advisors stay put has nothing to do with legal agreements, recruiter Jason Diamond says.