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T. Rowe, Schwab Say Times Call For Changing Investing Approaches

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Asset managers from Schwab and T. Rowe Price talked about the mood of investors and how it shapes portfolios.

How Clients Can Prepare For--And Avoid--The Dreaded IRS Audit

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Automated IRS letters have led to a lot of false alarms about audits, planners say.

Number Of Reps, Brokerages Declined In 2021, Finra Finds

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At the same time, revenues and the number of investment advisor firms grew.

Ed Slott: Backdoor Roths Are Back On The Menu

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Advisors should tell their high-income clients to take full advantage of the strategy, Slott said.

As Smaller Colleges Close, Competition Increases

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Advisors can still help their clients make good financial choices.

Nearly 90% Of Robo-Advised Clients Would Switch To Humans

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Clients with robo-advisor accounts could be a lucrative market for human advisors, Vanguard researchers say.

How Clients Can Ease The Sting Of Medicare's IRMAA Fee

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Medicare recipients can even see their fees rise for selling a home or Roth conversions, advisors warn.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Proposed IRS Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

Alarming Amounts Of Money Are Leaving Retirement Plans, Says Morningstar

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That decrease cuts the leverage that retirement plan sponsors have in negotiating with asset managers.

How Advisors Can Avoid Getting Sacked By Heirs

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Studies say young adults are prone to firing their parents' advisors. But this advisor says it doesn't have to be that way.

Lou Stanasolovich, Prominent Pittsburgh Advisor, Dies At 64

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He built Legend Financial Advisors into a powerhouse in the region.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said this split filing strategy gambles on high-earning spouses dying young at age 70.

Tax Landscape Will Shift Despite Biden Tax Reform Failures

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Advisors say some wealthy clients could still be targeted for significant tax changes.

Top Five Drivers Of Advisor Growth In 2022

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Kevin Darlington of Broadridge talks nonlocal prospecting, advisor ratings and reputation management.

How To Use Reverse 1031 Property Exchanges For Tax Deferrals

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The technique differs slightly from traditional 1031 exchanges and requires attention to detail.

What's In Store For ETFs In 2022?

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Funds that help investors combat inflation could be in demand.

Morningstar ESG Chief Asks Herself: What Do Those Trillions Do?

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While trillions of dollars have moved into ESG funds, there is little evidence it is having any impact.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

2021 Year-End Tax Strategies

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Advisors are working with clients to cut taxes this year and beyond.

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