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Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers ') GET FA NEWS BEHAVIORAL FINANCE NEXT CHAPTER RIA MARKET CENTRAL THOUGHT LEADERS VOLATILITY ------------------------------------------ PODCASTS CONFERENCE NEWS Conference Videos Inside ETFs Conference 2020 Schwab Impact 2019 Inside Retirement 2019 Invest In Women 2019 TD Ameritrade 2019 ETF Strategy Summit Inside Alternatives Conference News Feed ANNUITIES Annuities Planning Immediate Annuities Index Annuities Variable Annuities CHARITABLE GIVING Charitable Planning Donor-Advised Funds ETFs ETF News FINANCIAL PLANNING/WEALTH MANAGEMENT College Planning/529 Plans Estate Planning Risk Management Tax Planning & Strategies INSURANCE Health Insurance Life Insurance Long Term Care Insurance INVESTMENT MANAGEMENT Alternative Investments Economy & Markets Equities/Equity Funds ESG Fixed Income Impact Investing International Mutual Funds Real Estate/REITs U.S. Equity RESEARCH 10 Young Advisors To Watch Market And Economic Outlook White papers B/D Survey Ranking RIA Ranking RETIREMENT PLANNING 401k Defined Benefit Plans Defined Contribution Plans IRAs Income Planning Life Planning Social Security TECHNOLOGY FinTech YOUR BUSINESS Broker-Dealers Compensation Custodians/Fee Only Family Office News Legal & Compliance Marketing/Client Acquisition Millennials In Finance RIA News Regional & Wirehouse Brokers Staffing Succession Planning/Advisor M&A Women & Planning MORE SERVICES Alternative Investing Special Section B/D Profiles 2020 B/D Recruiting Special Section FA Press Releases Fixed Income Special Section Sponsor Insights Women In The Profession Industry Partnerships BOOKSTORE CALENDAR CE CENTER CE Center FAQs CONFERENCES SUBSCRIPTIONS WEBCASTS Webcast Archive WHITEPAPERS Whitepapers Archive FinTech Whitepapers Market And Economic Outlook Subscribe Subscribe -- Menu REGISTER / LOGIN The Center of Influence for Financial Advisors and RIAs - Click Here REGISTER | LOGIN Menu CALENDAR CE CENTER CONFERENCES VIDEOS WEBCASTS WHITEPAPERS Subscribe Go Top News Schwab Outlines Integration, Including Referral Networks, As It Closes TD Deal Bernie Clark says most plans to combine the firms, including advisor referral networks, are in the works. Roth IRA May Be Cure If High Earners Get Squeezed By Biden One tax expert lays out reasons for doing a Roth IRA conversion and a potential Biden win is one of them. EP Wealth Expands In Utah With Acquisition Of $1B Insight Group The transaction is the largest ever for the California-based RIA. Invesco Sees Opportunity In Risky Assets Amid ‘Chaotic’ Election Thematic ETFs Can Be Hit Or Miss Carson Group Announces Capital Raise To Fund Advisor Partnerships Powell Warns Of Weak U.S. Recovery Without Enough Government Aid FDA Sets Goals That May Put Vaccine Out Of Reach Before Election John McAfee Arrested in Spain, Facing Extradition For Tax Evasion Charges More News SUBSCRIBE FREE Current Issue Past Issues Inside the current issue Choosing The Highest Safe Withdrawal Rate At Retirement by William P. Bengen When we close in on safer retirement withdrawal numbers, inflation must be taken into account. How Do You Scale Special? by Stephanie Bogan Advisors must learn to make their process systematic and also somehow personal. The Five Best 2020 Tax Planning Ideas by Ed Slott This year will offer certain tax planning opportunities you won’t see in the future. Is Succession In Founders’ Economic Interest? by Carolyn Armitage There’s a dirty secret when it comes to succession planning, and nobody likes talking about it. Malta Pension Plans For Your Clients? by Russ Alan Prince These plans allow business owners to forgo many taxes they would pay on shares of their sold businesses. More Stories Expert Views Advisors Who Hate Annuities Haven't Seen Their New Structures By Jack Sharry Annuities are now priced, designed and tech-enabled to meet specific needs as part of a household portfolio solution. Make Your Communication Strategy A Loyalty And New Client Driver By Steve Sanduski A 3-step plan to overhaul your communication process to generate more client referrals. Will Gundlach And Others Really Flee High-Tax States? By Stephen Mihm A lot of people dream of leaving New York and California and saving a ton. But it takes more to get them to actually do it. More Expert Views Latest Top Lists Top 10 Party Colleges Of 2020 2020’s 10 Best Places To Retire More Top Lists Investment Perspectives Bond Traders Start To Bet On A Democratic Sweep By Brian Chappatta Traders are looking at what a blue wave would mean for bonds. ESG Investing Looks Like Just Another Stock Bubble By Jared Dillian ESG investments have been outperforming, but that has been driven by liquidity and flows rather than an effective strategy. The Vise Tightens On The Dollar By Stephen Roach The dollar's real effective exchange rate can head in only one direction. Middle Ground Between The Bear And Bull Case For Stocks By Robert C. Doll For stocks, short-term risks remain high and volatility is likely to continue. The Investment Implications Of A Contested Election By David Kelly It is important to recognize that the odds still strongly favor the election producing a clear winner. More Investment Perspectives On The move Melissa Cournyer Brings $90M AUM To Integrated D/B/A Konvergent Janney Hires $330M Merrill Lynch Team Aaron Wealth Hires Adrianna Stasiuk And Toby Stannard $200M Texas Team Goes Independent By Affiliating With Integrated Millennium Trust Names Pete Welsh To Head Retirement Services Mather Group Appoints Patrick Lawlor To Head M&A More On The Move Featured Columnists Evan Simonoff Barry Ritholtz More Featured Columnists Oil Range From $39 To $45 For Next Month Emerging Markets Are Attractive, Says Gradient Investments Portfolio Manager Euro Closer To Lower End of Correction Phase 'Bumpy' Ride Ahead For Markets, BNP's Howard Says U.S. Dollar Could See A Bit More Recovery View More -- -- FA Center of Influence: Comprehensive Resources for Advisors Quick Poll Will the October 15 presidential debate have a major influence on the election's outcome? Yes No Vote We've updated our Privacy Statement. 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