Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Useful Phrases When Talking Financial Planning
By Bryce SandersDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 10, 2024
How to Avoid Excess IRA Contribution PenaltiesWithdrawing the excess may seem like a simple fix, but many clients are faced with more complicated scenarios.
July 10, 2024
Best & Worst Firms for Advisor Satisfaction: J.D. Power, 2024In an unusual finding, average satisfaction of emloyee advisors was higher than that of their independent counterparts.
July 09, 2024
Retirees Worry About Security, Bills: NationwideBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.
July 09, 2024
Harry Dent: Huge Stock Market Crash Likely Within 10 MonthsThe S&P 500 could drop 87% and the Nasdaq more than 90%, the "Contrarian's Contrarian" tells ThinkAdvisor.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
July 08, 2024
How to Talk With Retirement Clients About the Presidential ElectionAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.