Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
One Way to Boost Service to UHNW Clients
By John ManganaroYounger and newly wealthy clients need help figuring out philanthropy, wealth manager Katherine Fox tells ThinkAdvisor.
September 29, 2022
LPL Adds Bookkeeping Services for AdvisorsThe firm's new service pairs an advisor with an industry-trained bookkeeper who understands their business needs.
September 29, 2022
Despite Wealth Gains, Millennials Likely to Face Greater Retirement UncertaintyMillennials will be a wealthier generation of retirees than boomers, but more unequal in distribution of that wealth.
September 28, 2022
Return-to-Office Resistance Is Pushing Advisors to Seek New Firms: Cetera ExecCetera expects a record asset-gathering quarter as advisors look for freedom, John Pierce tells ThinkAdvisor.
September 27, 2022
Raymond James, Dynasty, Concurrent Brace for Hurricane IanThe three Central Florida firms closed their offices in the region and employees in vulnerable areas are evacuating.
September 27, 2022
Why Social Security, Medicare Are Critical Even for Wealthy Clients: AdvisorsAs a speech by President Biden puts a spotlight on these topics, advisors can expect questions from clients.
September 27, 2022
Raymond James Parts Ways With $13B Concurrent AdvisorsThe OSJ launches its own RIA as it shifts to a multi-custodial, hybrid RIA platform.
September 27, 2022
6 Trends That Upend Past Thinking About Retirement PlanningJamie Hopkins and others discuss what happens as pensions decline, health costs rise and the 4% rule is still dead.