Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
She Built a Virtual Planning Firm for Millennials Before It Was Cool
By Jane Wollman Rusoff"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 30, 2021
Standing Up for Advisors' Independent Contractor StatusThe PRO Act, being considered by the U.S. Senate, would impose a stringent worker classification test on indie advisors.
June 29, 2021
Is the Stock Market Poised for Crash, Correction or More Gains?A wide range of market strategists from Schwab, GMO, DoubleLine and elsewhere shared their market predictions.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.
June 28, 2021
Putnam Names New Co-CIO of Global Asset AllocationBrett Goldstein and his co-chief investment officer, Robert Schoen, will be responsible for strategy and positioning of GAA products.
June 28, 2021
Investment Advisor Industry Grows for 9th Consecutive YearTotal SEC-registered advisors, clients served, assets managed and people they employed reached record highs in 2020.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.