Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LUMINARIES 2022 Finalists: Executive Leadership — Individuals
By Janet LevauxMeet the standout individual finalists — who were selected from hundreds of stellar nominations by our editorial team — in Executive Leadership.
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.
November 01, 2022
New Goldman Platform Advises Asset Managers on Launching ETFsGoldman expects the first client ETF developed through the platform to launch in 2023.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 31, 2022
How to Talk to Clients About Politics and InvestingJohn Diehl of Hartford funds offers timely advice, including a fact or two that may surprise clients.
October 31, 2022
What Annuities Can Do for Retirees That Traditional Fixed Income Can'tAnnuities are far more efficient at generating income than a traditional fixed income portfolio, David Lau says.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.
October 31, 2022
Cold Calling Is Out; Lead Generation Is In for 2023: SurveySmartAsset asked advisors where they planned to focus their marketing efforts next year.