Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Planning Skill Set Prized by the Wealthiest Clients
By John ManganaroWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
June 30, 2023
Honoring Advisors Who Serve(d): Fourth of July, 2023We highlight stories of military veterans in the advisory world, told in their own words.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 30, 2023
Carson Group's First CTO Leaves the FirmNimesh Patel joined the firm last year after over 20 years growing and developing tech and product teams.
June 30, 2023
New John Hancock Retirement CEO Sees Growing Demand for Retirement AdvisorsMore Americans are falling behind on retirement savings, and advisors can help, CEO Wayne Park tells ThinkAdvisor.
June 29, 2023
Fired Rep Says Wells Fargo Added Fake Investigations to His U5: LawsuitA Black advisor alleges Wells fired him, then amended his Form U5 when he reported discrimination.
June 29, 2023
Would You Trust Your Clients With a 401(k) Credit Card?Many advisors say the idea might sound good on paper, but they worry about the real-world consequences.
June 29, 2023
New AI Tool Helps Advisors Offer Estate PlanningWealth.com's Ester legal assistant enables advisors to make estate planning more accessible, cost effective and scalable.