Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
In Advisory Fees, the Future Is Flat, Facet Founder Argues
By Jane Wollman Rusoff"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 16, 2024
3 Financial Red Flags for RelationshipsAdvisors should explain warning signs to clients and encourage them to discuss money issues to ensure compatibility.
February 16, 2024
8 New Findings on What Americans Don't Know About Retirement IncomeResearchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 14, 2024
IRS Sets Saturday Office HoursFunding to expand the availability of taxpayer assistance centers comes from the Inflation Reduction Act.
February 14, 2024
Goods, Services and You: Get Ready for New IRS Reporting Rules in 2024Millions of taxpayers who generate income via online platforms may be receiving Form 1099-K for the first time.