Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How to Offer Tax Planning While Staying Compliant
By John ManganaroAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 21, 2023
How to Help Retiring Clients Pick a Medicare Plan: Advisors' AdviceOriginal Medicare or Advantage? What about Medigap and Part D? The choices have important planning implications.
April 20, 2023
9 Questions Clients Are Asking About Bank Failures, Deposit InsuranceMany investors have only a vague understanding of the deposit insurance protecting their various accounts.
April 20, 2023
Hearsay Introduces Generative AI Solution: Tech RoundupAlso, Snappy Kraken is partnering with Morningstar to provide advisors with improved client engagement campaigns.
April 20, 2023
LPL's 'Supported Independent' Channel Hits MilestoneThe Strategic Wealth Services group now includes over 30 teams from wirehouses, Raymond James and other firms.
April 19, 2023
How 9 Financial Planners Handled Tough Client SituationsReal life doesn't always lend itself to "textbook" solutions, Define Financial founder Taylor Schulte tells ThinkAdvisor.
April 19, 2023
10 Trends Shaping the Wealth Management IndustryThere's movement in the wealth management industry, and firms looking to succeed will have to adapt.
April 19, 2023
State Street Launches Target-Date Fund Series With Built-In IncomeState Street joins a growing list of firms taking steps to provide greater annuity access in the DC plan market.