Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What to Make of the Industry's First 'Wealth Festival'
By Timothy WelshCo-hosted by Ritholtz Wealth and Advisor Circle, Future Proof turned the traditional notion of what an industry event can be on its head.
October 07, 2022
Inside the LUMINARIES Program: MethodologyHere's how we've selected the finalists and winners of 2022, who will be announced at our gala in New York on Nov. 17
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
A New Paper Says Young People Shouldn't Save for Retirement. Advisors Disagree.A paper in the Journal of Portfolio Management Research takes a contrarian view on retirement savings.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 06, 2022
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel CrosbyThe chief behavioral officer also tells ThinkAdvisor why "buying what you know" actually increases investment risk.
October 05, 2022
Fidelity Readies Annuity Platform for 401(k) AssetsAdvisors have a critical role in helping clients make decisions around income planning, Fidelity's Keri Dogan tells ThinkAdvisor.