This risk threatens retirees’ nest eggs. Here’s how advisors are protecting them
The big threat to retirees' hard-earned savings isn't market volatility. It's fraudsters making off with their data and their ca...
2020
How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios
Investing sustainably is a personal experience, and there are multiple strategies under the umbrella. Here's how advisors help clients f...
Prestige IFA Jobs
11 Nov, 2020
Here’s what’s ahead for President-elect Biden’s tax plan
Whether President-elect Joe Biden's tax plan moves forward will depend on the outcome of two Senate runoff races. Here's what could ...
Prestige IFA Jobs
10 Nov, 2020
Op-ed: The pandemic forced advisors to adapt and find new ways to engage with clients
The pandemic changed how advisors and their clients do business — to online. Advisors must dedicate time and resources to effectively make t...
Prestige IFA Jobs
10 Nov, 2020
What to tell your adult kids when planning your estate
Estate planning is a delicate subject, regardless of whether you decide to share just the basics or more detailed information about your pla...
Prestige IFA Jobs
9 Nov, 2020
You’re running out of time to use these tax-advantaged funds
The IRS rolled out special rules for flexible spending accounts earlier this year. What you need to know. by Daniel at http://www.ifacareer...
Prestige IFA Jobs
5 Nov, 2020
Sustainable investing is surging. How to decide if it's right for you
The first half of 2020 reportedly saw a record $20.9 billion flow into sustainable funds. It has grown into a complex landscape with sometim...
Prestige IFA Jobs
5 Nov, 2020
Working remotely from paradise? What it means for your taxes
Working remotely from a beach in the Caribbean sounds heavenly, but make sure you understand what this means for your taxes before you go. ...
Prestige IFA Jobs
5 Nov, 2020
5 opportunities to save on taxes – no matter who wins the election
Set aside your Election Day anxiety and focus on what you can still control: your 2020 tax bill. by Daniel at http://www.ifacareers.today ...
Prestige IFA Jobs
3 Nov, 2020
Op-ed: Here are some action steps for small businesses that survived the Covid pandemic
The Covid-19 pandemic disrupted tax and retirement planning for small-business owners, especially those focused on saving their businesses f...
Prestige IFA Jobs
2 Nov, 2020
Meet the financial advisor ranked No. 1 two years in a row by CNBC
For two years in a row, Salem Investment Counselors has come in No. 1 on CNBC's list of the top 100 financial advisors. CNBC spoke with ...
Prestige IFA Jobs
30 Oct, 2020
4 ways wealthy families are trying to head off heftier estate taxes under a Biden administration
The last thing you should do is give away millions of dollars a week before the election. However, that doesn't mean you should just sit...
Prestige IFA Jobs
28 Oct, 2020
Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
The most important factor when choosing a financial advisor is that they be a fiduciary. A fiduciary has a legal duty to act in a client...
Prestige IFA Jobs
28 Oct, 2020
Op-ed: This legislation will create a retirement recovery plan for millions of Americans
New comprehensive, bipartisan legislation to improve employer-provided retirement plans for workers by enhancing access and features is on t...
Prestige IFA Jobs
27 Oct, 2020
This myth debunked: You don’t have to be wealthy to hire a financial advisor
More advisors are getting creative with their fees so they can offer their services to people who otherwise couldn't afford it. by Dani...
Prestige IFA Jobs
27 Oct, 2020
Here are the new income tax brackets for 2021
The IRS has released its inflation adjustments for the standard deduction next year, as well as the marginal income tax brackets. Here's...
Prestige IFA Jobs
26 Oct, 2020
These 3 tax moves will help you save, regardless of who wins the election
The election may be on everyone's minds, but don't let the politics take your focus off of key moves that can trim your 2020 tax bil...
Prestige IFA Jobs
26 Oct, 2020
Higher taxes could be around the corner. How the wealthy might prepare
It's still uncertain how the presidential election will shake out. However, if Democrats sweep Congress and the White House, an overhaul...
Prestige IFA Jobs
26 Oct, 2020
Op-ed: Lack of pre-existing condition protection could financially cripple many Americans
If you have workplace health insurance, you might not think the political debate around protections for those with pre-existing medical cond...
Prestige IFA Jobs
26 Oct, 2020
Trump says he 'prepaid' his taxes. So do millions of other Americans. Here's what that may mean
During the final debate on Thursday, President Donald Trump said that he prepaid millions of dollars in taxes. Experts think he meant quarte...
Prestige IFA Jobs
23 Oct, 2020
Feeling altruistic? This tax strategy can keep Medicare premiums in check
There's no denying the feel-good effect of donating to charity. But some giving strategies are more tax-savvy than others. This tactic a...
Prestige IFA Jobs
23 Oct, 2020
Here are tips from financial advisors for getting your Medicare coverage right
Under Medicare, which you are eligible for at age 65, it can be challenging in some circumstances to change plans and costly if you get your...
Prestige IFA Jobs
23 Oct, 2020
1
How to snare more income from your investments in a time of low Treasury yields
With yields near zero on the historical benchmark for safe income — U.S. Treasurys — investors may need to add some risk to the income porti...
Prestige IFA Jobs
22 Oct, 2020
Pulled money from a 401(k) plan for an emergency? What it means for your taxes
The CARES Act gave savers friendlier terms in the event they tap a last-resort pot of cash: a withdrawal of up to $100,000 from a retirement...
Prestige IFA Jobs
22 Oct, 2020
Here's how to handle an unexpected windfall of money
Depending on the assets you're inheriting, you may need to take steps to ensure you avoid unexpected taxes or expenses. by Daniel at ht...
Prestige IFA Jobs
22 Oct, 2020
Will my Social Security be enough? How financial advisors can prepare clients for what's coming in retirement
Headlines about Social Security may prompt fears that it won't be there for retirees when they need it. Here's how advisors can demy...
Prestige IFA Jobs
21 Oct, 2020
How to invest ahead of the 2020 election, according to top advisors
Infrastructure, renewable energy and technology stocks will be among the big winners with a potential Biden win. On the flipside, defense an...
Prestige IFA Jobs
21 Oct, 2020
Thinking about tapping your 401(k) due to Covid? Here's what you need to know
The CARES Act made it much easier for Americans to draw down their retirement accounts through coronavirus-related distributions or loans. H...
Prestige IFA Jobs
21 Oct, 2020
Don’t call it a fad. Ethical investing is here to stay
With billions of dollars pouring into ESG investments — a strategy that weighs a company's environmental, social and governance factors ...
Prestige IFA Jobs
21 Oct, 2020
Mario Gabelli sees 'extraordinarily good' U.S. economic growth in 2021
Investor Mario Gabelli struck a positive note on Tuesday on the U.S. economy even as coronavirus cases in the country are on the rise. by D...
Prestige IFA Jobs
20 Oct, 2020
Why embracing diversity, equity and inclusion matters to financial advisor firms
As more Americans push for diversity, equality and inclusion in the world around them, financial advisors are finding ways to adapt. by Dan...
Prestige IFA Jobs
20 Oct, 2020
SEC Chairman Clayton says mom and pop investors should shy away from these investments
Flavor-of-the-month types of investments make SEC chairman Jay Clayton nervous, he said at a CNBC event Tuesday. by Daniel at http://www.if...
Prestige IFA Jobs
20 Oct, 2020
Op-ed: Here are year-end planning tips for employees getting equity compensation
If you're an employee who receives equity compensation, you can't ignore the importance of year-end financial planning to get the mo...
Prestige IFA Jobs
19 Oct, 2020
Here’s some advice financial advisors offer to new parents
A middle-class couple can expect to spend more than $230,000 to raise a child, and that doesn't even include college costs. More advisor...
Prestige IFA Jobs
16 Oct, 2020
How workplace benefits might reflect the new reality of Covid-19
The coronavirus pandemic has forced employers to take a hard look at the workplace benefits they're offering. Here's how that benefi...
Prestige IFA Jobs
13 Oct, 2020
2020 may tempt people to throw out their long-term plans. Here's how advisors can keep them on track
Planning for long-term goals can feel harder this year. There's a real reason for that, due to how prolonged stress from the coronavirus...
Prestige IFA Jobs
8 Oct, 2020
These 4 states are voting to legalize and tax marijuana sales
This fall, four states are asking voters to decide on the legalization and taxation of recreational pot. Here's what you should know abo...
Prestige IFA Jobs
7 Oct, 2020
Stock market is ‘OK,’ right now, says top advisor on CNBC's FA 100 list
Stocks prices are neither cheap nor pricy given prevailing interest rates and other factors like federal stimulus money, according to the pr...
Prestige IFA Jobs
6 Oct, 2020
FA 100: CNBC ranks the top-rated financial advisory firms of 2020
Finding the right financial advisor to help with your financial needs and goals can be complicated. The CNBC FA 100 celebrates those advisor...
Prestige IFA Jobs
6 Oct, 2020
Financial advisor industry, overwhelmingly white and male, seeks to overcome lack of diversity
The financial advisory industry is overwhelming white and male. CNBC spoke with Financial Planning Association President Martin Seay about e...
Prestige IFA Jobs
6 Oct, 2020
Advisors use technology to handle challenge in helping clients adjust to the new environment
Advisory firms have had to find ways to be able to adapt through the use of virtual technologies to keep their meetings going with clients. ...
Prestige IFA Jobs
6 Oct, 2020
Advisors adapt to 'new normal' as pandemic has changed how firms connect with clients
As disruptive and unsettling as the coronavirus pandemic has been for the U.S. economy, financial markets and virtually every American famil...
Prestige IFA Jobs
6 Oct, 2020
Financial advisors predict a Biden win and more market volatility ahead: CNBC FA 100 survey
In a poll of top-rated advisory firms, there is a near-even split on the election outcome and the market's reaction. However, most see v...
Prestige IFA Jobs
6 Oct, 2020
What to watch out for when making purchases with retail credit cards
Your favorite store's credit card may sound like a great deal. But read the fine print, as you may find high interest rates and deferred...
Prestige IFA Jobs
5 Oct, 2020
With so many people living longer, advisors help to make sure the fear of outliving money doesn’t become a reality
Financial advisors are adjusting t their practices to the fact that their clients could be around for a long time. That includes finding way...
Prestige IFA Jobs
1 Oct, 2020
Will schools reopen in the fall? Here's what's at stake for children and their parents
As schools prepare for the upcoming year, many have already committed to a "hybrid" model to education in and outside the classroo...
Prestige IFA Jobs
3 Aug, 2020
Op-ed: How the widening wealth gap became color-blind
Financial advisor Ivory Johnson, founder of Delancey Wealth Management and a member of the CNBC FA Council, writes this was all bound to hap...
Prestige IFA Jobs
7 Jul, 2020
Wealth management firms among those that have taken PPP loans during coronavirus pandemic
For many businesses, the government's PPP loans offered terms that were too good to pass up. That includes many wealth management firms ...
Prestige IFA Jobs
6 Jul, 2020
Advisors need to listen more to keep clients on board, study says
Financial advisors expect their managed assets to grow by 7.2% over one year and by annualized growth of 17.2% over the next three years, dr...
Prestige IFA Jobs
30 Jun, 2020
Op-ed: Financial professionals need to keep investors safe in these unprecedented times
The unprecedented economic crisis caused by the Covid-19 pandemic demands that finance professionals recognize the leadership role they need...
Prestige IFA Jobs
29 Jun, 2020
Op-ed: There is no such thing as truly risk-free — even going to cash
While holding or moving to cash might feel good mentally and help avoid short-term stock market volatility, it is unlikely to be wise over t...
Prestige IFA Jobs
25 Jun, 2020
Op-Ed: The CARES Act makes it easier to tap your 401(k). Here's exactly what you need to know before you do
The CARES Act has made it easier for workers suffering due to the Covid-19 pandemic to tap their 401(k) plans and IRAs. Here's what to k...
Prestige IFA Jobs
24 Jun, 2020
Not just financial health: Advisors guide clients through coronavirus crisis
Record levels of unemployment. Terrifying market volatility. A pandemic that's infected more than 1.8 million Americans. Three financial...
Prestige IFA Jobs
10 Jun, 2020
Here are some money moves you should make now that we're officially in a recession
It's official: The U.S. economy has come to an end of a historic expansion that lasted for almost 11 years. With the future unclear, fin...
Prestige IFA Jobs
9 Jun, 2020
How coronavirus put these financial advisors' practices to the test
Entrepreneurs are in unprecedented times, contending with a pandemic that's taken a massive toll on human life and the global economy. F...
Prestige IFA Jobs
9 Jun, 2020
A new rule could make it harder to figure out if your financial advisor is on your side
This month, financial advisors will be required to comply with regulation Best Interest, a rule that requires them to put clients' inter...
Prestige IFA Jobs
4 Jun, 2020
The pandemic has transformed the client-advisor experience
Martin Seay, president of the Financial Planning Association, thinks the changes financial advisors and his organization have made as a resu...
Prestige IFA Jobs
29 May, 2020
Here are key ways the coronavirus crisis differs from the Great Recession
Today's market havoc may feel like a trip down memory lane, but there are stark contrasts between the Covid-19 downturn and the Great Re...
Prestige IFA Jobs
27 May, 2020
Financial advisors face new challenges in the way they manage workflow, communicate with co-workers and clients
Market havoc isn't the only worry on financial advisors' minds. The coronavirus pandemic has forced many of them to shift their clie...
Prestige IFA Jobs
18 May, 2020
So your financial advisor took a PPP loan. Here's what that means for you
Many independent financial advisory shops are also small businesses with a payroll. That means they're eligible to apply for the Paychec...
Prestige IFA Jobs
14 May, 2020
Op-Ed: It's not time to panic, it's time to plan your finances during coronavirus pandemic
Proactive planning can aid you in achieving short- and long-term financial needs and goals, especially in times of hardship like the current...
Prestige IFA Jobs
30 Apr, 2020
Op-Ed: Here's a game plan to help create retirement security for millions of Americans
As Congress considers ideas in the coming weeks seeking to help America recover from the Covid-19 pandemic, the Insured Retirement Institute...
Prestige IFA Jobs
20 Apr, 2020
These financial advisors applied for the PPP loan. They share some lessons learned
Three financial advisors share how they have helped clients apply for emergency funding through the Paycheck Protection Program, and sought ...
Prestige IFA Jobs
18 Apr, 2020
Op-Ed: Advisors need to help clients get back to basics during this volatility
While financial advisors must continue being proactive in helping clients maintain financial well-being during the coronavirus pandemic and ...
Prestige IFA Jobs
17 Apr, 2020
Op-Ed: Coronavirus market swings can lead to an 'amygdala hijack'
The barrage of bad economic news surrounding the coronavirus pandemic can trigger an emotional response, or "amygdala hijack," in ...
Prestige IFA Jobs
15 Apr, 2020
Here's what advisors are doing to help clients — and themselves — amid coronavirus volatility
As markets careeen amid coronavirus-fueled economic volatility, financial advisors are at the eye of the storm. We asked five members of the...
Prestige IFA Jobs
12 Apr, 2020
Advisors urge investors to avoid these mistakes with their 401(k) during coronavirus crisis
There are some key things that retirement savers should steer clear of doing with their 401(k), despite uncertainty over exactly when the st...
Prestige IFA Jobs
10 Apr, 2020
Eight out of 10 financial advisors see markets diving lower, survey finds
Eighty-one percent of financial advisors say markets haven't hit bottom yet amid the coronavirus pandemic, according to a survey by Ned ...
Prestige IFA Jobs
8 Apr, 2020
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