“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. <b><i>(More: <a href="//www.investmentnews.com/article/20160922/FREE/160929969/republican-lawmakers-attempt-to-stop-estate-tax-regulation" target=""_blank"" rel="noopener">Republican lawmakers attempt to stop estate-tax regulation</a>)</i></b>
Most don't expect they could pass a hacking-preparedness test if the SEC came knocking, or even know all the compliance factors they are responsible for, according to a new Financial Planning Association study.
Income growth rates of African Americans have outpaced those of non-Hispanic whites, and many could use a planner to help dispel unhealthy money beliefs.
In addition to innovations making planners more productive and freeing up their time, in the future, tools will provide better data-driven intelligence about clients.
Robo-adviser launches new name and boosts investment choices to lure advisers to its digital platform.
One-third of family offices have lowered what they charge new clients, survey shows.
Even without client loss, adviser attrition can cost companies more than they realize in lost revenue.
Among the most important tactics the HighTower CEO employs to overcome this learning disorder is to shun multi-tasking and really focus on the task at hand.
Because of the DOL fiduciary rule, Cerulli expects more money will remain in employer-sponsored retirement plans.
Advisers offer tips on running a smooth internship program that's a boon for recruitment.
