Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Meet the 2023 LUMINARIES Judges
By Jeff BermanThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 17, 2023
Advisor to First Responders Says Pensions Can Pose Planning ChallengesTaxes tend to be a high priority when advising first responders, Craig Ferrantino tells ThinkAdvisor.
July 17, 2023
8 Best Retirement Moves of 2023: Advisors' AdviceStaying the course does not mean passing up opportunities that present themselves.
July 14, 2023
Schwab to Close, Downsize Offices in 10 CitiesAffected employees will work remotely, in a shift from a recently announced return-to-office mandate.
July 14, 2023
The Secrets Behind Commonwealth's Award-Winning Advisor SatisfactionCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.
July 14, 2023
The Real Reason a Higher Retirement Age Won't Fix Social SecurityRaising the retirement age would have little effect on how long people work, researchers argue.
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.