Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021
By Michael S. Fischer and Emily HolbrookWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 26, 2021
Where Clients Go Wrong in Predicting Life ExpectancyCare must be taken to ensure mortality assumptions are reasonable because errors can significantly impact a retirement plan.
October 25, 2021
Rick Ferri: Advisor Fees Are 'Last Bastion of Gluttony' in Investment IndustryProviding both advice and portfolio management is a conflict of interest, the consultant tells ThinkAdvisor.
October 25, 2021
Janney Nabs Wells Fargo Exec as Recruiting ChiefIn the third quarter, Janney's Private Client Group added the largest number of advisors in a single quarter since 2017.
October 25, 2021
University of Akron to Stage Event for Next-Gen AdvisorsDiversitas, which is run by the university's College of Business, strives to promote diversity and inclusion in financial planning.
October 25, 2021
Advisors Blast Democrats' Billionaire Tax Plan"This is lunacy!" one advisor tweeted, while others predicted a tax on unrealized gains would be challenged in court.
October 25, 2021
How 10 Advisors Help Clients Find Their 'Retirement Number': Advisors' AdviceWhen it comes to how much to save for retirement, there's no single "magic number," or even a magic formula.
October 25, 2021
Democrats Draw Up Billionaire-Tax Plan as Corporate Hike FadesSenate Finance Committee Chair Ron Wyden plans to unveil a new tax on the unrealized capital gains of the ultra wealthy this week.