Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The New Financial Planning Process That Saves Time, Empowers Clients
By Jane Wollman RusoffProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 22, 2022
10 Reasons RIAs Should Specialize NowMichael Kitces, Michael Finke and others explain how having a niche focus can help advisory firms boost their business and pay.
November 22, 2022
LPL Adds $4.4B Bank Program With Nearly 30 AdvisorsThe deal involves a unit of St. Louis-based Commerce Bank. Terms were not disclosed.
November 22, 2022
12 Best & Worst Broker-Dealers: Q3 Earnings, 2022Just three of the 12 broker-dealers featured in our regular coverage improved earnings year over year in the third quarter.
November 22, 2022
Your Clients Need an Estate PlanA big estate tax change is coming in five years, and "procrastination is the enemy of estate planning," says D.A. Davidson's Andrew Crowell.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 21, 2022
Fisher Investments Manager Selling Aaron Judge's Record BallYoumans was reportedly offered $3 million for the ball but recently chose to auction it off, according to ESPN.