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If you’re nearing retirement but don’t have a succession plan for your practice, you’re not alone. It’s a common dilemma for advisors who remain busy serving clients and whose businesses have become increasingly complex over time. In fact, most advisors within five years of retirement still haven’t identified a successor or plan.* Creating a strong plan is key to retiring on your own terms – and it’s easier than you might think.
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Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.
May 2
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The winner's charity will receive $5,000 grant and the advisor will be recognized alongside a runner up.
May 2
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State regulators and the No. 1 IBD struck a settlement after investigators found the firm guilty of negligence and a failure to supervise.
May 2
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Muni funds should become more attractive under the new tax laws, say market observers.
May 2
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A retail RIA and robo retirement combination could be a game-changer.
May 2
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With the rescue attempt's failure, all eyes now turn to the SEC which is considering its own proposal for raising financial advisor standards of conduct.
May 2
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The commission's frequently asked questions come six weeks ahead of the deadline to self-report placing clients in high-fee share classes.
May 2
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The $3 billion marriage of robo and radio advice has some expecting more deals and pressure on RIAs to increase focus on scale and deliver a better digital customer experience.
May 2
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Edelman expects to see a wave of similar RIA-robo pairings, pushed by consumer demand for cheaper, unconflicted online services.
May 2
