Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

Advisors Should Act Now To Put Cash To Work, Capital Group Managers Say

The end of a Fed tightening cycle is historically a good time to invest sidelined cash, they said.
All-Equity Portfolio Beats Bonds In Retirement Plans, New Research Finds

A group of academics questioned the role of bonds in retirement portfolios.
ESG Managers Rethinking Hands-Off Approach To Fossil Fuels, Oakmark's Nygren Says

Nygren said some energy executives have told him that some ESG firms are re-engaging with oil and gas companies.

Inside the
current issue

10 Traits Common To Successful Future RIAs
By Mark Hurley
Successful advisory firms will have to do these 10 things to thrive.
Top 5 Advisor Marketing Ideas for 2024
By Susan Theder
Keep these things in mind when you're planning to show your firm to the world.
A Look At Private Equity's Imperative
By Evan Simonoff
Private equity is now in the driver's seat at many RIAs
Meeting The Needs Of Givers
By Hannah Shaw Grove
To help philanthropic clients, you need the right mindset, skills and resources.
Donor-Advised Funds And Tax-Wise Charitable Giving
By James G. Blase
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
When Cash Cows Become Loss Leaders
By Steve Gresham
As more people retire, you're going to have to be a different kind of advisor.
What Future Clients Really Want
By Philip Palaveev
Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023
By Ed Slott
There's a lot of confusion on who will be subject to required minimum distributions before year end.
Tech In 2024: Artificial Intelligence Isn't Done Transforming Yet
By Nick Graham
A number of questions have emerged about how AI will affect financial services.
Picking The Right Advisor Tech For Your Clients
By George Walper, Catherine McBreen
Your clients' ages and wealth will impact the type of technology you use
Constitutional Or Not, Wealth Taxes Are Bad Economics
By Allison Schrager
A Supreme Court case about unrealized capital gains has implications for Biden's proposed tax on the very wealthy.
10 Traits Common To Successful Future RIAs
By Mark Hurley
Successful advisory firms will have to do these 10 things to thrive.

Be Careful What (Fed Rate Cuts) You Wish For
By Jeffrey Buchbinder
Higher for longer and a “muddle-through” economy without cuts might be best for stocks in 2024.
Stocks As Gifts For The 2023 Holidays
By Catherine Avery
Stocks as gifts for children and young adults help to promote financial literacy and build savings.
Bitcoin Is Earning Its Place In A Balanced Portfolio
By Aaron Brown
This redemption rally shows that it's safer to have a small allocation to the cryptocurrency than to ignore it.
Early Signs Point To Another Positive Month For Markets
By Brad McMillan
Things to watch will be employment, consumer confidence and consumer spending.
Maybe It's Better If U.S. Bonds Were Boring Again
By Jonathan Levin
The heightened concerns that rocked Treasury securities now seem like a hallucination.