Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.
By Patrick BrewerFinancial advisors must do something to stand out in a "sea of sameness."
July 30, 2021
Advisor Group, Cetera and Pershing Tackle 2 Big Advisory MythsDespite the widely held belief to the contrary, not all advisors at IBDs are rushing to become RIAs, executives from the firms say.
July 29, 2021
Financial Advisors' Enthusiasm for Annuities Is Growing: SurveyBut many advisors would rather recommend a CD than an annuity to clients seeking principal protection, a RetireOne survey found.
July 29, 2021
RBC Wealth Selects Broadridge Platform: Tech RoundupTwo fintech executives also join Dynasty Financial Partners.
July 28, 2021
Most Investors Don't Fully Understand FeesMany investors do not fully understand management costs and advisory fees, according to a study by State Street Global Advisors.
July 28, 2021
5 Things Top RIAs Did Differently in 2020The top-performing firms stood out from rivals in several ways, according to Schwab's 2021 RIA Benchmarking Study.
July 27, 2021
'Sketch Guy' Carl Richards Now Has a 'Secret Society' for AdvisorsThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."
July 27, 2021
Schwab Cuts More TD Ameritrade ExecsThe latest cuts also are said to include nearly every remaining HR associate in TD Ameritrade's retail and institutional businesses.