Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Unavoidable Truth About Retirement Investing: Josh Brown
By Jane Wollman Rusoff"Take your risk today, or take it later," the CEO of Ritholtz Wealth Management tells ThinkAdvisor.
September 10, 2024
LPL Recruits HNW Advisor Duo From BofAPrivate client advisor John Duane and portfolio manager Gregory Giantsos intend to expand services to additional client segments.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
Only 18% of Financial Advisors' Clients Are Younger Than 50: SurveyA new survey also asked about how advisors gained (and lost) clients and their biggest client problems.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 10, 2024
Orion Taps CFO From Private Equity SpaceMark Mayo joins the wealth management technology platform provider after eight years with a drug testing company.
September 09, 2024
Your Client Is Forced to Retire Early. What Should They Do?If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.
September 09, 2024
Physical Signatures No Longer Needed on Many Social Security FormsThe agency has digitized or removed signature requirements to ease the filing burden on consumers.