Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ask These 5 Questions to Cement a New Client Relationship
By Jane Wollman RusoffThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 30, 2023
Honoring Advisors Who Serve(d): Fourth of July, 2023We highlight stories of military veterans in the advisory world, told in their own words.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 30, 2023
Carson Group's First CTO Leaves the FirmNimesh Patel joined the firm last year after over 20 years growing and developing tech and product teams.
June 30, 2023
New John Hancock Retirement CEO Sees Growing Demand for Retirement AdvisorsMore Americans are falling behind on retirement savings, and advisors can help, CEO Wayne Park tells ThinkAdvisor.
June 29, 2023
Fired Rep Says Wells Fargo Added Fake Investigations to His U5: LawsuitA Black advisor alleges Wells fired him, then amended his Form U5 when he reported discrimination.