Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ever-Wealthier DC Plan Investors Say 'Show Me the Income!'
By John ManganaroTheir wealth feeds into the rollover market, meaning advisors are likely to be affected by in-plan annuity trends.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
Why This Scholar Is Challenging Long-Held Assumptions About RetirementSita Nataraj Slavov's headline-grabbing assertion that young people should not prioritize saving for retirement is just the beginning.
October 18, 2022
3 Steps for Going Indie in a Bear MarketSome advisors may postpone the switch, but that can mean giving up higher net payouts and better tax treatment.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 17, 2022
Top 5 Q3 Trends at Merrill Wealth ManagementRecruiting is strong, and more clients are staying even when advisors leave.
October 17, 2022
The Coming Fight for the Loyalty of the Millennial Mass AffluentDigital disruption is coming for the wealth management industry in expected and unexpected ways.
October 14, 2022
What to Tell Clients Who Want to Buy a Home Now: Advisors' AdviceShould they buy now or wait? What should they consider? Here's what 11 advisors told us.