How secure is Social Security?
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
Retirement planning and biological age testing
Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning
Faith-based investing catches a ride on the ESG wave
Advisers find even nonreligious clients are embracing faith-based strategies
Bond market refresh
ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market
Scalia making hay in his time inside
First he convinced the courts to throw out the fiduciary rule; now he’s crafted a new one as agency chief
How a Biden win in November reshapes investment advice rules
Democrats scrapping the Trump administration’s reforms hinges on who’s picked to lead the SEC
Is working from home the new normal?
Six months into the forced work-from-home experiment, traditional office space is becoming less relevant
What will Morgan Stanley’s James Gorman do with ETrade’s custody business?
The brokerage's Advisor Services won’t be an open doorway for Morgan Stanley’s 16,000 advisers to become independent RIAs — at least not yet
Pass it along
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
The hunt for mega RIAs
Independent advisers are enjoying the attention of Wall Street, where some big banks are focused on acquiring privately held assets
InvestmentNews’ 2020 class of 40 Under 40
InvestmentNews’ 40 Under 40 project, now in its seventh year, highlights young talent in the financial advice industry. This year’s list includes entrepreneurs with their own advice businesses, leaders in financial planning academia and the youngest FPA president ever
Outlook for the economy remains cloudy
Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses
Panic selling gives way to fear of missing out
Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy
Battle of the business models
RIAs keep gaining, while small broker-dealers are feeling increased pressure from the pandemic as well as the need to comply with Reg BI
The sound of silence
Regulation BI must be implemented by June 30, so why aren’t we hearing more about how brokerages are going to change the way they deliver investment advice?
Virtual Attraction
There is no doubt recruiting has slowed as the financial advice industry deals with broad changes caused by the coronavirus. Can broker-dealers still recruit reps and advisers, even during a pandemic?
Rethinking retirement amid the COVID-19 crisis
As experts revise the 4% rule — to 3%, or even lower — advisers should look beyond traditional investments and include all household assets in retirement income plans
Business development playbook
Despite the current challenges, including working separately from business partners and staff, now is the time advisory firms should be laying the groundwork for their next phase of growth
Best Places to Work for Financial Advisers 2020
InvestmentNews’ third annual Best Places to Work for Financial Advisers highlights 75 advice industry firms that recognize the importance of a strong work culture. The firms' profiles detail the HR policies and workplace practices they use to attract and retain skilled advisers
Annuities take center stage
As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
