Category: Advisors

With market volatility, 4% rule creates risk for retirees

For decades, financial advisors have counseled clients that they should be able to safely withdraw 4% of their assets each year as a means of providing income, while...

Financial advisors help clients navigate through uncertainty

JohnnyGreig | E+ | Getty Images We are in a challenging time, facing rapidly evolving information about the coronavirus and the effects on how we work and live. Markets...

How the CFP Board is making it harder to search for financial advisors

The group that oversees certified financial planners is making it tougher for consumers looking for a new advisor to find out how a particular CFP gets paid.   The CFP...

Which pension plans have left, which have stayed

Kenneth Fisher, chief executive officer of Fisher Investments, speaks at the Forbes Global CEO Conference in Sydney, Australia, on Tuesday, Sept. 28, 2010. Gillianne...

Financial advisors must specialize to survive over next decade: report

Sophia Bera, CEO and founder of Gen Y Planning. When financial advisor Sophia Bera founded her Austin, Texas-based practice in 2013, she decided to work primarily with...

What the $68 trillion Great Wealth Transfer means for advisors

Hero Images | Hero Images | Getty Images For financial advisors, the transfer of wealth from baby boomers to their children over the next two decades is a bit like...

Raymond James moves to free trades for advisors and their clients

Guido Mieth | DigitalVision | Getty Images Raymond James‘ independent registered investment advisors have reason to cheer. The firm announced on Monday that it is...

Fisher Investments losses hit $1.8B as Fidelity ends $500M relationship

Ken Fisher Crystal Mercedes | CNBC Fidelity has terminated a $500 million relationship with Fisher Investments, bringing the total yanked from the money manager to...

Financial advisors can help prevent a looming industry talent shortage

From left, Utah Valley University students Colton Peck, Doug Macdonald and McKenna Jacobsen. Together, they took first place in the Financial Planning Challenge at the...

Here’s the right amount of cryptocurrency to keep in a portfolio

eclipse_images | E+ | Getty Images If you can’t beat the crypto crowd, it might be time to join them, experts say. Virtual currency and its underlying technology,...