RIAs

The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

Mariner Wealth Advisors adds to its string of acquisitions, buying two tax practices.

The advisors left Wells Fargo, signaling Stifel’s recruiting push will extend into 2020.

BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.

Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.