Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
11 Ways Tax Planning Can Grow Your Firm
By Jeff BermanTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.
October 10, 2022
What to Make of the Industry's First 'Wealth Festival'Co-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
Why Nov. 1 Might Be a Smart Retirement Date for Your Older ClientsRick Ferri is warning near-retiree clients about a potentially overlooked consideration that could cost pension recipients big-time.
October 07, 2022
One Advisor's Hurricane Ian Story: Over $100K in Damage but Lots of GratitudeA managing partner of an Orlando BD tells ThinkAdvisor that while his property suffered damage, his heart goes out to others who weren't as "lucky."
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.