FA Magazine

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What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

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Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

Crypto Tax Reporting Has Clients Confused, Advisors Say

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New rules have stepped up the reporting requirements on smaller transactions, including those involving digital assets.

eMoney Improves Client Portal

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Technology solutions provider eMoney Advisor announced enhancements to its eMoney Client Portal to improve interactions between advisors and their clients.

Advisors' Role In Clients' Health Crises

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Financial independence only does one so much good if they don't have their physical health.

A Look At Private Equity's Imperative

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Private equity is now in the driver's seat at many RIAs.

Meeting The Needs Of Givers

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To help philanthropic clients, you need the right mindset, skills and resources.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

From Riches To Rags

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A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

Crypto Comes In From The Cold

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How crypto might have gotten through its nasty winter.

Is It Time For Dividend Stocks?

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Many experts are bullish about sectors that have been out of favor.

The Changing Face Of ETFs

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Active asset managers increasingly see them as a way to keep their customers.

The Stunning Resilience Of Emerging Markets

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Contrary to many analysts' expectations, emerging markets have not spiraled into a debt crisis.

Using Guardrails For The 4% Rule

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After Morningstar came up with a new number in 2021, two divergent opinions about the safe withdrawal rate have now reconciled.

10 Traits Common To Successful Future RIAs

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Successful advisory firms will have to do these 10 things to thrive.

Top 5 Advisor Marketing Ideas For 2024

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Keep these things in mind when you're planning to show your firm to the world.

ProShares Rounds Out Crypto ETF Lineup

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ProShares introduced its sixth cryptocurrency-linked ETF to fill out its suite of similarly styled products.

Consider These Year-End Tax Moves For Business-Owner Clients

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Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

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