Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CFP Wants to Help His 207,000 TikTok Fans Retire by 60
By Jane Wollman RusoffWhen Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 25, 2023
Why Raymond James Hasn't Banned ChatGPTWhile the firm isn't all in, it is allowing advisors to experiment, Vin Campagnoli and Bella Allaire say.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.
April 24, 2023
Finance Twitter Decides: Blue Check Mark or Not?Some financial experts cite security concerns as a reason to pay for a blue check mark.
April 24, 2023
Cetera Lured Advisors With Nearly $3B in Assets in Q1The achievement came after the firm reported adding $13 billion in assets through organic recruiting in 2022.
April 21, 2023
How to Offer Tax Planning While Staying CompliantAdvisors must understand the differences between "tax avoidance" and "tax optimization," Jeff Levine and Michael Kitces say.
April 21, 2023
10 Biggest Productivity Challenges for Advisory Firms: CerulliEnding an unprofitable client relationship is just one of the many challenges facing financial advisory firms.
April 21, 2023
Kitces: 4 Trends Reshaping Financial AdviceThese trends are forcing advisors to refocus on their client experience, the popular blogger says.