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Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers ’) GET FA NEWS BEHAVIORAL FINANCE INVEST IN WOMEN NEXT CHAPTER ON THE MOVE RIA MARKET CENTRAL THOUGHT LEADERS VOLATILITYINVEST IN WOMEN PODCAST CONTRASTING VIEWPOINTS THE BIG REVEALCONFERENCE NEWS Schwab Impact 2021 Next Chapter ReThinking Retirement Conference Videos Inside ETFs Conference 2020 Inside Retirement 2019 Invest In Women 2019 TD Ameritrade 2019 ETF Strategy Summit Inside Alternatives Conference News Feed ANNUITIES Annuities Planning Immediate Annuities Index Annuities Variable Annuities CHARITABLE GIVING Charitable Planning Donor-Advised Funds ETFs ETF News FINANCIAL PLANNING/WEALTH MANAGEMENT College Planning/529 Plans Estate Planning Risk Management Tax Planning & Strategies INSURANCE Health Insurance Life Insurance Long Term Care Insurance INVESTMENT MANAGEMENT Alternative Investments Economy & Markets Equities/Equity Funds ESG Fixed Income Impact Investing International Mutual Funds Real Estate/REITs U.S. Equity PRIVATE WEALTH RESEARCH 10 Young Advisors To Watch White papers IBD Survey Ranking RIA Ranking RETIREMENT PLANNING 401k Defined Benefit Plans Defined Contribution Plans IRAs Income Planning Life Planning Social Security TECHNOLOGY FinTech YOUR BUSINESS Broker-Dealers Compensation Custodians/Fee Only Family Office News Legal & Compliance Marketing/Client Acquisition Millennials In Finance RIA News Regional & Wirehouse Brokers Staffing Succession Planning/Advisor M&A Women & Planning MORE SERVICES Alternative Investing Special Section B/D Profiles 2020 B/D Recruiting Special Section FA Press Releases Fixed Income Special Section Sponsor Insights Women In The Profession Industry Partnerships BOOKSTORE CALENDAR CE CENTER CE Center FAQs CONFERENCES FEATURED COLUMNISTS SUBSCRIPTIONS WEBCASTS Webcast Archive WHITEPAPERS Whitepapers Archive FinTech Whitepapers Market And Economic Outlook Subscribe SubscribeMenu REGISTER | LOGINMenu Search CALENDAR CE CENTER CONFERENCES LISTS & RANKINGS INDEPENDENT BROKER-DEALER SURVEY RIA SURVEY & RANKING 10 YOUNG ADVISORS TO WATCH WEBCASTS PODCASTS INVEST IN WOMEN CONTRASTING VIEWPOINTS THE BIG REVEAL Subscribe Go Top News Sponsored byArizona Advisor Spearheads Tax Law That Aids Retirees Matthew Benson has helped enact state laws that helped retirees on several fronts. Habitual DOL Rule Violators Face 10-Year Ban on Rollovers, Excise Taxes, Attorneys Say Companies and advisors who breach the fiduciary rules may also face class-action lawsuits. DOL’s Fiduciary Rule Vulnerable To Court Rejection, Law Firm Says The rule is more vulnerable than a similar Obama-era edict that was overturned by the courts, the financial industry law... Goldman Says Hold Stocks With Upside More Likely Than Downside BofA Strategist Hartnett Warns Stock Rally Is Exposed To Stagflation Risk Wall Street Reaps 97% Return By Trading Emerging Markets ’Special Situations’ How One Of The World’s Oldest Hedge Funds Went Bankrupt Former Conn. Advisor Indicted For Alleged $4M Investment Scam Fossil Fuel Underperformance Costs Investors Billions, Environmental Group Says More News SUBSCRIBE FREE Current Issue Past Issues Inside the current issue Young Advisors To Watch In 2024 By Eric Rasmussen and FA Staff Our ninth Young Advisors” list shows that advisors can win clients by showing individuality and resolve. All-Cap Withdrawal Magic By William P. Bengen Could a less constrained allocation unleash higher withdrawal rates for retirees? 5 Steps To Improve Your SEO By Susan Theder If you want your advisory business to rank higher on search engines, follow these tips. Humility In A Messy World By Ross Levin Advisors must understand that demonstrating certainty doesn’t always work. Who Is The Next-Gen Investor? By Hannah Shaw Grove Younger clients are changemakers who value impact and technology. Don’t Wait For The ’Great Wealth Transfer’ By Steve Gresham Long before the assets move, important decisions are being made about you. Diversity Should Still Be A Hiring Goal By Jacqueline Sergeant A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring. More Stories Sign me up to receive newsletters from FA Magazine * Email What is 3 + 3? Expert Views Too Few Of Your Executive Clients Are Seeking Stock Options By Allen Injijian Executives need to know that asking for stock options as part of their compensation is not taboo. 14 Ways To Establish Credibility In Your Local Market By Bryce Sanders Start with highlighting your credentials, your experience and your dedication. Non-Competes, Non-Solicits And Non-Accepts, Oh My By Jeff Nash Dealmaking on the part of mega-aggregators and large consolidators has increased steadily over the past decade. DOL Rule Brings A Trillion-Dollar Opportunity For Advisors By Ed Slott The rules should remind advisors of how important IRA rollover decisions are to clients How Elite Advisors Make Themselves Indispensable To Affluent Clients By John Bowen Jr. Here’s a framework to help wealth managers move up the hierarchy of success More Expert View Private Wealth Melinda French Gates Exits Foundation With $12.5 Billion By Sophie Alexander The philanthropist said she will use her billions to back causes related to women and families. How Focusing On Taxes Delivers Superior Wealth Management Results By Russ Alan Prince Brad Tedrick of WFY Wealth Management discusses how they provide greater value to their clients. Sylvester Stallone To Auction $2.5 Million Patek Philippe In Sotheby’s Trove By Chris Rovzar The Hollywood star will sell 11 timepieces at Sotheby’s on June 5. Unveiling The Invisible: The Power Of Leadership In Financial Advisory By Russ Alan Prince Chris Smith founded PSBLTY Co. to help advisors and wealth management firms stand out as leaders. How Single-Family Offices Are Obscure By Design By Russ Alan Prince The two most prominent approaches are false flag business dealings and the use of retained intermediaries. More Private Wealth Latest Top Lists The Best Domestic Airline Rewards Programs The 10 Healthiest U.S. Cities More Top Lists Investment Perspectives Higher For Longer? Rates Could Be Higher Forever By Allison Schrager If borrowing costs remain elevated, there will be greater downside risk for investments. But it’s not all bad. Preferred Securities: Still Our Preferred Non-Core Bond Sector By Lawrence Gillum The LPL Research Strategic and Tactical Asset Allocation Committee maintains its positive view on preferreds. Sector Returns During A Fed Pause By Jeff Buchbinder The financial and energy sectors are typically the top-performing sectors during long pauses. Commercial Real Estate: Macro Risk Or Investment Opportunity? By David Kelly Commercial real estate has broad characteristics that should be attractive to both institutional and individual investors. Sell In May? Maybe Not By Jeffrey Buchbinder , Adam Turnquist More recently, the month of May and the Sell in May” time frame have yielded better results. More Investment Perspectives On The move Raymond James Lures $800M Advisor Quintet From Commonwealth Foundation Source Appoints Two New Executives Miracle Mile Advisors Adds CIO To C-Suite Stratos’s New Division Adds Two Firms Tech Guru John Sweeney Is Appointed President Of AlphaTrAI Choreo Expands Leadership Team More On The Move Stagflationary Recession or Stagflation? How to Model Federal Reserve Actions U.S. Dollar Reaches 20-year High War Brings Fossil Fuel Use Into Focus Governments Attempt Balance In Securing The Battery Supply Chain View More Quick Poll Sponsored by In light of recent economic data, when do you think the Fed will delay interest rate cuts? July September Early 2025 It will raise rates Vote We’ve updated our Privacy Statement. Click here to learn more . × Subscribe SubscribeHome LoginMedia Kit Subscriptions Licensing & Reprints Contact Us Sitemap Privacy Policy | Terms and Conditions | ©2024 Charter Financial...