Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Ways to Show Prospects Your Unique Value
By Bryce SandersStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 17, 2023
Schwab Slashes 80 More Jobs in TD Ameritrade IntegrationThe latest cuts were "in no way connected to current events in the financial sector," a spokesperson said.
April 14, 2023
How LPL Is Giving Advisors the 'Muscle' to Grow: Executive"Advisors who use one of our services are growing on average 28% faster than peers," Aneri Jambusaria says.
April 13, 2023
3 Ways to Save Social Security and MedicareRaising the full retirement age, adding taxes on the wealthy and retargeting benefits are some options on the table.
April 13, 2023
Does Reg BI Mean the Death of Broker-Dealers?For advisors, the issue going forward is if they stay away from transaction-based products in favor of a strictly fee-based approach.
April 12, 2023
8 Advisor PR Lessons From This Year's Bank MeltdownBanks made some big communication errors that advisors can learn from, says The Rudin Group's Rob Farmer.
April 12, 2023
8 Financial Managers Indicted in $72M SchemeThe defendants scammed at least 200 clients, according to prosecutors.