Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Gary Shilling: Bear Market Won't Leave Till Investors Heave
By Dinah Wisenberg Brin"Far too many people cling to the idea that this is a short-term phenomenon," Shilling told ThinkAdvisor.
October 07, 2022
One Advisor's Hurricane Ian Story: Over $100K in Damage but Lots of GratitudeA managing partner of an Orlando BD tells ThinkAdvisor that while his property suffered damage, his heart goes out to others who weren't as "lucky."
October 07, 2022
Inside the LUMINARIES Program: MethodologyHere's how we've selected the finalists and winners of 2022, who will be announced at our gala in New York on Nov. 17
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 06, 2022
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel CrosbyThe chief behavioral officer also tells ThinkAdvisor why "buying what you know" actually increases investment risk.