RIA News

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Could market turmoil, recession risks hasten Trump tax cuts?
RIA NEWS MAR 11, 2025
Could market turmoil, recession risks hasten Trump tax cuts?

Cuts were promised and some want the president to act faster.

By Steve Randall
Millennials reveal rising source of debt, but it's not what you think
RIA NEWS MAR 11, 2025
Millennials reveal rising source of debt, but it's not what you think

The same thing is also maxing out the credit cards of older Americans.

By Steve Randall
A Trump trend for ETFs
ETFS MAR 10, 2025
A Trump trend for ETFs

A number of exchange-traded funds are popping up that aim either to invest politically or to find opportunities amid deregulation. Be careful, observers say.

By Emile Hallez
Americana Partners, Apella Wealth unveil strategic acquisitions
RIA NEWS MAR 10, 2025
Americana Partners, Apella Wealth unveil strategic acquisitions

Americana is making its first foray outside the Lone Star State, while Apella welcomes another partner in New England.

By Leo Almazora
Taking women by the hand during tax season
RIA NEWS MAR 10, 2025
Taking women by the hand during tax season

Beacon Pointe partner and managing director Indya Yuill shares how to boost female clients' tax confidence, and how the work of tax planning can naturally create growth opportunities.

By Leo Almazora
House Freedom Caucus leader throws support behind SALT cap increase
RIA NEWS MAR 10, 2025
House Freedom Caucus leader throws support behind SALT cap increase

Much hoped-for changes, including a doubling of the deduction for joint filers, are set to be part of a Republican package renewing many of President Trump's first-term tax cuts.

By Bloomberg
Revealed: The best places to work for financial advisors in 2025
RIA NEWS MAR 10, 2025
Revealed: The best places to work for financial advisors in 2025

From flexible work options to a "zero-burnout" focus and support for employee diversity, these outstanding firms are scoring top marks on several fronts.

By Leo Almazora
The art of balancing risk and reward
ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

By Chris Davis
Scale of Trump ‘buyout’ plan means opportunity for advisors
RETIREMENT PLANNING MAR 10, 2025
Scale of Trump ‘buyout’ plan means opportunity for advisors

Who’s ready to step up and provide the expert federal retirement advice needed?

By Chris Davis
Wall Street strategists having second thoughts on lofty S&P 500 forecasts
EQUITIES MAR 10, 2025
Wall Street strategists having second thoughts on lofty S&P 500 forecasts

Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.

By Bloomberg
Guiding the next generation
WOMEN ADVISOR COMMUNITY MAR 10, 2025
Guiding the next generation

To mark International Women’s History Month, five influential women in wealth explain their roles in fostering the next wave of talent.

Carson Group welcomes Envestnet alum Ramesh Vaswani
RIA NEWS MAR 10, 2025
Carson Group welcomes Envestnet alum Ramesh Vaswani

The national RIA is leaning into its technology strategy by tapping Vaswani's more than 20 years of experience as Carson's new CTO.

By Leo Almazora
Social Security moves to dial up clawback rates to 100%
RETIREMENT PLANNING MAR 10, 2025
Social Security moves to dial up clawback rates to 100%

The Social Security Administration is going back to fully garnishing monthly benefits to recover overpayments, a move advocates say could cause "unnecessary harm" to some of the most vulnerable Americans.

By Leo Almazora
Robinhood has racked up penalties of more than $1M a day so far in 2025
FINTECH MAR 10, 2025
Robinhood has racked up penalties of more than $1M a day so far in 2025

Finra has hit the investing platform with another multi-million-dollar penalty.

By Steve Randall
Finances are top cause of burnout among Americans, despite crazy state of politics
RIA NEWS MAR 10, 2025
Finances are top cause of burnout among Americans, despite crazy state of politics

And younger generations are feeling the pressure of life more than most.

By Steve Randall
401(k) plans have boosted workers' retirement readiness, ICI report finds
RIA NEWS MAR 07, 2025
401(k) plans have boosted workers' retirement readiness, ICI report finds

Joint snapshot research points to how menu design, auto-enrolment features, and decreasing fund fees help drive retirement savings success.

By Leo Almazora
Don’t bank on a sudden interest rate cut – Powell
RIA NEWS MAR 07, 2025
Don’t bank on a sudden interest rate cut – Powell

Federal Reserve stays cautious on rate cuts as economic uncertainty persists

By Matthew Sellers
Gen X is turning 60. Retirement is a worry
RETIREMENT PLANNING MAR 07, 2025
Gen X is turning 60. Retirement is a worry

New data add to piles of surveys showing people don't feel financially prepared for retirement. While retirees often adjust to live within their means, long-term care is a looming problem.

By Emile Hallez
Advisors continue to shine as 'emotional circuit breakers,' Vanguard says
PRACTICE MANAGEMENT MAR 07, 2025
Advisors continue to shine as 'emotional circuit breakers,' Vanguard says

Latest annual report reaffirms additional net returns from behavioral coaching, especially during historic periods of heightened market volatility.

By Leo Almazora
Still no need for rate-move haste, Fed's Powell says
RIA NEWS MAR 07, 2025
Still no need for rate-move haste, Fed's Powell says

While acknowledging recent reads on inflation expectations and policy uncertainty, the central bank chair is insisting there's room to "wait for grater clarity."

By Bloomberg