Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LUMINARIES 2023 Nominations Portal Open
By Janet LevauxThinkAdvisor's recognition program is accepting nominations through April 18. There's no cost to participate.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
9 Reasons RIAs Should Seek Organic Growth Now: DeVoeGrowing organically is especially important after RIA deal activity slowed in Q1, says David DeVoe.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 13, 2023
Will First Republic Advisors Flee to Bigger Firms?First Republic advisors are getting calls from rivals as SVB's failure shakes their firm, a lawyer says.
March 13, 2023
Schwab Stock Pares Decline After Brokerage Seeks to Calm InvestorsSchwab, like SVB, has a large investment securities portfolio and is sitting on significant paper losses in its held-to-maturity books.
March 10, 2023
Jury Finds 'Self-Styled' Advisor Guilty of $20M ScamDavid Allen Harbour spent client money on a private jet and a private Eagles concert, according to prosecutors.
March 10, 2023
CFP Board Formally Launches Competency Standards Commission, Names 15 MembersCFP Board Chair Dan Moisand has told ThinkAdvisor that "everything is on the table" in the standards review.