Financial Planning - October 2021

RIA X-RAY

Some of the industry's largest firms and toughest critics weighed in on the vexing fragmentation that’s growing alongside the trillions in AUM.

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

New survey finds that investors are concentrating on long-term planning, but plans vary widely on when — or if — they will be able to retire.

With such a massive number of deals and tens of billions of dollars in assets changing hands, even experts sometimes struggle to keep up.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

Onex Corporation’s private equity arm is investing in an RIA consolidator that’s been nearly as active in M&A as another firm in its portfolio.

The longtime director of investor protection at the Consumer Federation of America could signal an overhaul of Reg BI under the Biden administration.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

What the investment journey of an embattled public pension plan can teach us about income, cash flows and preparing for the worst.

Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.

Advisors who partner with a CPA now will find themselves with a significant advantage in years ahead, writes Paul Saganey.

As we await tax changes, here are some strategies that should help in any environment, write two tax partners.

Joining an existing RIA has its appeal, whether as a final destination or as a way station on the path to full independence.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

A report by the Center for Retirement Research at Boston College found that a jump in inflation could keep the COLA from meeting the rising costs that retirees face.