Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Ways Advisors Can Add Next-Gen Clients, Grow Assets
By Anand SekharYounger investors are actively seeking tailored financial advice. Here's how you can add them to your client base.
April 18, 2023
4 Ways to Show Prospects Your Unique ValueStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 17, 2023
The 'Most Important' Strategy for Retirees NowMore important than predicting a recession is preparing for ongoing portfolio stress, experts say.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
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.