Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

Fewer Americans Seek Advice From Financial Professionals, Survey Says

The National Financial Educators Council survey also shows that many Americans score low on its financial literacy test.
Commodities: The Underrepresented Asset Class

As consumers feel the pinch of higher inflation, commodities are starting to get more attention.
Dept. Of Education Waiver Could Help Half A Million Student Borrowers

A temporary waiver of the student loan forgiveness program could save borrowers billions in repayments.

Inside the
current issue

The Retirement Rush
by David Sterman
As clients ponder early retirement and face job losses, advisors have never been more important.
Retirement Advisors Look Away From The S&P 500
by Evan Simonoff
Buying a retirement future isn't going to be cheap.
The Sign Around Every Person's Neck
by Mitch Anthony
Are we really listening to find out what our clients want and what they're about?
Peace In Our Mind
by Steve Gresham
There's an ongoing disconnect between what clients want and what advisors want to provide.
Five Things To Know About Wealthy Families' Philanthropy
by Hannah Shaw Grove
If you think it's just about parking assets and getting tax benefits, think again.
A Retirement Domino Theory
by Robert Laura
When people retire, both their good and bad decisions can have a domino effect.
The Land Of OZ
by Joseph B. Darby III, Jill Homan
If you want to beat Biden's tax boosts, head for the land of opportunity zones, pronto.

Democrats' New Plan To Catch Tax Cheats Makes More Sense
By Alexis Leondis
Raising banks' disclosure cutoff for deposits and withdrawals will help the IRS catch business owners who are hiding income.
Encourage Clients To Have 'The Money Talk' With Their Adult Children
By Jason D. Field
A conversation between the generations about money and wealth can help resolve many underlying issues.
When Divorced Parents Feud About Vaccinating Children
By Lynette Paczkowski
Vaccines are creating another source of contention between some divorced parents.

Supply Chain Disruption? More Like Supply Chain Overload
By Karl W. Smith
The stresses on the global economy stem mainly from an increase in demand, especially from the U.S.
What's Fueling Bitcoin's Ride? It's More FOMO Than Inflation
By Lionel Laurent
Bitcoin has yet to be tested by a prolonged economic downturn (or indeed higher inflation).
Happy Mood Music In Markets Is Ignoring China Troubles
By John Authers
Records for the Dow and bitcoin strike a jarring note with China entering its worst economic slowdown in a generation.
The Inflation Catch-Up Game
By Mohamed A. El-Erian
Policymakers at leading central banks are slowly starting to move away from the narrative of “transitory” inflation.
Bernanke Is Vexed By Strangest Labor Market Ever, Downplays Inflation
By Evan Simonoff
Speaking at Schwab Impact, Bernanke noted the powerful anticipated recovery has not come about.