Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Secrets Behind Commonwealth's Award-Winning Advisor Satisfaction
By Jeff BermanCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
July 14, 2023
These Secure 2.0 Provisions Provide the Most Value to Your ClientsThe Secure acts and state legislation could lead to $7 trillion in new retirement assets by 2028, experts say.
July 14, 2023
How 14 Advisors Found the Right Client Niche: Advisors' AdviceThese advisors have built successful businesses around a specific — sometimes very specific — client focus.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 13, 2023
Head of Thrivent Advisor Network Let Go Amid RestructuringCarolyn Armitage, who joined the firm two years ago, is out, along with four members of her team.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.