Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Wells Fargo Mistakenly Announces Death of Advisor Who Left Firm
By Jeff Berman"It's good to be alive and I'm very thankful to be with oXYGen Financial," Robert Brian Watson told ThinkAdvisor.
April 28, 2022
Most HNW Advisors Still Unfamiliar With Direct Indexing: SurveyYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.
April 28, 2022
Onyx Subscription Service for Minority Advisors to Launch May 9Members get a bundled tech stack and discounted access to service providers for a monthly fee.
April 28, 2022
LUMINARIES 2022 Nomination Deadline ExtendedIndividual and firm nominations for these pioneering industry awards will be accepted online through May 6, and there is no cost to participate.
April 27, 2022
Ex-Schwab Exec: Wirehouses, Banks Are Challenging RIAsBig firms have adopted more RIA-like offerings; meanwhile, breakaways have gotten smarter, Rob Farmer tells ThinkAdvisor.
April 26, 2022
Why Advisors Shouldn't Dismiss Index-Linked AnnuitiesAdvisors shouldn't brush off investments that limit downside (and upside) as inefficient gimmicks.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.