Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisor to First Responders Says Pensions Can Pose Planning Challenges
By Jane Wollman RusoffTaxes tend to be a high priority when advising first responders, Craig Ferrantino tells ThinkAdvisor.
July 14, 2023
The Secrets Behind Commonwealth's Award-Winning Advisor SatisfactionCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.
July 14, 2023
The Real Reason a Higher Retirement Age Won't Fix Social SecurityRaising the retirement age would have little effect on how long people work, researchers argue.
July 14, 2023
These Secure 2.0 Provisions Provide the Most Value to Your ClientsThe Secure acts and state legislation could lead to $7 trillion in new retirement assets by 2028, experts say.
July 14, 2023
How 14 Advisors Found the Right Client Niche: Advisors' AdviceThese advisors have built successful businesses around a specific — sometimes very specific — client focus.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.