Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Mindy Diamond: It's the Best Time in Years for Advisors to Switch Firms
By Jane Wollman RusoffThe top recruiter tells ThinkAdvisor her business is booming as advisors seek greater autonomy and lucrative transition deals.
June 09, 2022
Riskalyze Increases API Offerings: Tech RoundupAlso, Franklin Templeton teams with iCapital on alternative investing.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Fake Financial Advisor Gets 4.5 Years in Prison for FraudThe defendant used some of the $3 million scammed from clients for gambling and to make Ponzi payments.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
Jamie Hopkins: Your Clients Don't Care About Your Fee ModelThey do care about knowing what they're getting, and many advisors struggle to articulate their value, the Carson Group executive says.
June 04, 2022
Hitting the Bull's-Eye in a Niche Target MarketAs the market becomes more saturated, advisors must differentiate themselves in order to succeed.
June 03, 2022
ESG Interest Among Advisors Might Have Peaked, New Survey FindsWaning client interest may be fueling a potential shift away from such investments, according to an FPA study.