Say Hello to a New Low-Cost Index Fund; Latest Thinking on Active vs. Passive
Investing in the 1,000 largest U.S. companies became cheaper and the competition between low-cost index providers got stiffer when Charles Schwab rolled out its index ETF comprising the 1,000 largest U.S. stocks on Oct. 11.
Updates on Annuities, RMDs and Courting Senior Clients
Few workplace savings plans provide resources such as annuities to guarantee that savings will last throughout retirement, according to a recent white paper from TIAA. This “guarantee gap,” it says, undermines the very purpose of the retirement savings plan system, which is to minimize the risk of both poverty among...
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
Top 7 Most Honored People in IA 25 History
The 2016 IA 25 focused on the less well-known operators in the advisory industry, but you'll probably see these familiar faces again soon.
5 Partners Providing Advisor Solutions: The 2016 IA 25 Slideshow
You’re only as strong as your support system, and advisors work with various partners to assist them in their day-to-day operations, from custodians to technology providers.
9 Advocates and Educators Shaping the Industry: The 2016 IA 25 Slideshow
The most influential people in our lives are the advocates and educators who speak on our behalf.
The 2016 IA 25 Extended Profiles
Read the May 2016 cover story in Investment Advisor for an introduction to these under-the-radar flyers, and stay tuned to ThinkAdvisor for month-long coverage of the honorees, including extended profiles of each that will be published daily.
The New Influencers: The 2016 IA 25
Our 14th annual list of the most influential people in and around the industry has a different cast this year.
Advisors, You’ve Been Serve(d)! For ThinkAdvisor’s Military Survey
ThinkAdvisor invites advisors to tell us about your military service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.