Taking the Indie Leap; Rethinking REITs: June Research Features—Slideshow
For advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidence—and their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—Slideshow
Protecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients’ data from thieves.
IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—Slideshow
It may be reassuring to hear that the big tech experts on our list this year don’t think robo-advisors are too much of a threat.
If You Serve(d) in the Military, ThinkAdvisor Wants You!
ThinkAdvisor would like to invite you to tell us about your service so we can share your stories in our ongoing Advisors Who Serve(d) slideshows.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
IA 25 2014: The Regulators and Advocates—Slideshow
Who’s more influential than the people crafting the laws advisors and brokers have to work by?
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—Slideshow
It’s that time of year again.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
The Rise of Smart Beta; Make the Most of Your Most Valuable Advisor; Choosing the Right MLP: April Investment Advisor—Slideshow
The rise of smart beta; how to make the most of your most valuable advisor; and choosing the right MLP
Top Retirement Issues; Where to Find Growth; Working With Widows: March Investment Advisor—Slideshow
It seems like as soon as advisors get familiar with one retirement challenge, a new one pops up.