The Challenges of Running an Independent RIA

Published on January 7, 2025

Far too many advisors attempt to control every aspect of their practice in a vain effort somehow to deliver a better client experience.

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H10: Foreign Exchange Rates - Revision to H.10

January 7, 2025
Due to a technical issue, some historical data for the Advanced Foreign Economies, Emerging Market Economies, and Broad dollar indexes were incorrect following the Jan. 6, 2025 H.10 release. The affected entries have been corrected as of Jan. 7, 2025.

The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.

January 7, 2025
Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.      Related StoriesMind These Social Security Changes in 20259 Trends in How Women Work With Advisors3 Ways to Thrive as a Mid-Career Advisor