Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Top Trends for RIAs, Dealmaking: DeVoe Summit
By Jeff BermanSchwab's Bernie Clark, David DeVoe and others gave predictions, advice and warnings for RIAs.
October 29, 2021
Jeffrey Levine: Top 10 Tax Details in Biden Plan Advisors Should KnowLevine, director of advanced planning at Buckingham, takes a detailed look at what is and isn't in the revamped framework.
October 28, 2021
Blockchange, Morningstar Team Up on Crypto: Tech RoundupAlso, Envestnet invested in YieldX, while Addepar acquired AdvisorPeak.
October 28, 2021
Wade Pfau: Pros and Cons of the Social Security 2100 BillFor one thing, the bill would lessen the harm of the Social Security tax torpedo, but it doesn't go far enough, he tells ThinkAdvisor.
October 28, 2021
Schwab, Ariel Execs Speak Out on How Clients and Firms Can Boost DiversityThe momentum to hire more Black advisors "has to come from the bottom up," says Kelly Johnson of Schwab.
October 27, 2021
New Bill Won't Save Social SecuritySocial Security 2100: A Sacred Trust is an opening salvo in the funding debate, but it won't solve the long-term problem.
October 27, 2021
The Best & Worst Annuity Providers for Customer Satisfaction: J.D. PowerWhile overall annuity customer satisfaction has increased, satisfaction with the advisor experience is in decline.
October 27, 2021
Tax-Loss Harvesting: 5 Keys to Doing It Right for Each ClientTax-loss harvesting is not a one-size-fits-all proposition, says Joel Dickson, head of enterprise advice methodology at Vanguard.