Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Avoid the No. 1 Value Killer in Retirement Portfolios
By Jane Wollman RusoffPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.
May 23, 2024
How Worrying Is the New Social Security Trustees Report?Congress should act now to shore up the program as the funding shortfall won't self-correct, actuaries say.
May 23, 2024
Summer CFP Training Program Registration Closes WednesdayThe program for college students, new advisors and career changers covers 500 standard pathway experience hours.
May 22, 2024
A New Study Links Partial Retirements to a Surge in Spending. What Gives?A new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 21, 2024
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed YardeniLooking to the near future, the economist sees two bullish scenarios and one bearish one, he tells ThinkAdvisor.
May 21, 2024
Orion Wealth Names New PresidentRon Pruitt joins Orion from Nasdaq Analytics, where he was president.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.