Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Burt White: 'Volatility Is a Fee Worth Paying'
By Jeff BermanThe Carson Group executive tells ThinkAdvisor he expects not just a "soft landing" but a possible second-half rally.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 27, 2022
Ron Rhoades Makes 5 Predictions for the Future of AdviceAmong them: Flat fees will gain ground, and RIAs will expand the annuity market.
June 27, 2022
Next 2 Court Dates Set for Suspect in BofA Exec Michelle Avan's KillingAnthony Duwayne Turner is charged with felony murder and first-degree residential burglary in the death of his former girlfriend and colleague.
June 27, 2022
5 Rules the SEC Plans to Review This YearThe SEC's annual "Reg Flex" agenda is notable for what is not on it, Ron Rhoades says.
June 24, 2022
How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors' AdviceOne advisor asks: "Do you want your financial success to be driven by your strategy or your emotions?"
June 23, 2022
RIA Industry Broke Records, Again, in 2021: New DataThe sector grew 16.7%, with 15,000 SEC-registered advisors managing $128.4 trillion in assets for 64.7 million clients.
June 23, 2022
JPMorgan Says Retail Investors Are Finally Bailing on StocksSentiment is finally cratering with losses piling up in investors' favorite stocks and cryptocurrencies, says JPMorgan strategist Peng Cheng.