Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
For CPAs, Elite Planning. For RIAs, Richer Clients.
By Jane Wollman RusoffAdvisors in IP's CPA Alliance can gain clients 10 to 30 times wealthier than their average clients, Paul Saganey says.
November 29, 2022
Atria Adds Former LPL Exec to Push Indie Growth StrategyBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 29, 2022
Time to Rethink Retirement Investing: T. Rowe PriceBoth opportunity and potential peril lie ahead for retirement investors in 2023, according to a T. Rowe Price panel.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 23, 2022
In Down Markets, Leave Your Investments Alone: Louis HarveyBorrow from future cash needs instead, the head of Dalbar tells ThinkAdvisor.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 22, 2022
10 Reasons RIAs Should Specialize NowMichael Kitces, Michael Finke and others explain how having a niche focus can help advisory firms boost their business and pay.