Why RIAs Can't Ignore Direct Indexing in 2023
By John ManganaroThe use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 16, 2022
'Tremendous Upside' for RIA Firms: Beacon Pointe CEOShannon Eusey, head of the biggest woman-led RIA in America, tells ThinkAdvisor what sets her business model apart.
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.
December 16, 2022
'Twas the Friday Before ChristmasA client arrives the day before Christmas Eve. What could they need from their financial advisor?
December 16, 2022
Insurtech Startups Pivot Toward Supporting the Agents: Afficiency ExecMark Scafaro says the firms learned that life insurance really is, usually, sold, not bought.
December 16, 2022
6 Unexpected Questions Clients Asked This Year: Advisors' AdviceSometimes advisors' role in supporting and educating clients takes them in surprising directions.
December 16, 2022
Insurtech Regs, 'Dark Pattern' Spottting on NAIC's To-Do ListConsumer reps also want to make information about claim denial rates easier to find.
December 16, 2022
Foundation Finds Gaps in Support for the BereavedSome U.S. workers are not sure how their employers handle bereavement.