Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Questions Your Prospects Want You to Ask
By Jim SinaiWant to stand out from the advisor crowd? Ask the questions that matter most.
October 21, 2022
Are 401(k)s Enough? Ghilarducci and Biggs Debate Future of RetirementOne thing the two retirement scholars agree on is that the retirement bills in Congress are sorely lacking.
October 21, 2022
How DOL's New Independent Contractor Rule Could Cause Major Headaches for AdvisorsThe proposed rule stands to cost advisory firms more time and money, FSI General Counsel David Bellaire tells ThinkAdvisor.
October 21, 2022
Envestnet Launches Wealth Data Platform for Advisors: Tech RoundupAlso, UBS and Microsoft say they've expanded their cloud partnership.
October 21, 2022
Advisor Who Tried to Flee Prosecution Pleads Guilty to Defrauding ClientsSteven Xigoros was arrested at the Newark airport while trying to board a flight to Greece in September.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
Private Advisor Group Names New CEOFrank Smith, the firm's president, will take on the added role of CEO in mid-January, succeeding R.J. Moore.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.