Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
BD Deals: When Do Advisors Win, Lose?
By Jon HenschenThe size of the firm being sold and of the acquiring firm can make a big difference in advisor retention.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — FirmsAn evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — IndividualsThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced Nov. 17.
November 01, 2022
LUMINARIES 2022 Finalists: Executive Leadership — FirmsThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced on Nov. 17.
November 01, 2022
LUMINARIES 2022 Finalists: Executive Leadership — IndividualsMeet the standout individual finalists — who were selected from hundreds of stellar nominations by our editorial team — in Executive Leadership.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.