Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Oktay Kavrak: 'Optimism About Global Growth Is Falling'
By Allison BellThe Leverage Shares product strategist expects volatility to remain high, and companies with pricing power to outperform.
June 28, 2022
Ritholtz-Affiliated VC Fund Invests in RIA Software PlatformThe Compound Capital Fund I has taken an unspecified stake in SmartRIA, a compliance software platform.
June 28, 2022
Tyrone Ross Left Onramp Over 'Co-Founder Drama.' Here's What He's Doing Next.Ross tells ThinkAdvisor about leaving Onramp, his new RIA and tech startup, and why he's still a "crypto hippie."
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 27, 2022
Ron Rhoades Makes 5 Predictions for the Future of AdviceAmong them: Flat fees will gain ground, and RIAs will expand the annuity market.
June 27, 2022
Next 2 Court Dates Set for Suspect in BofA Exec Michelle Avan's KillingAnthony Duwayne Turner is charged with felony murder and first-degree residential burglary in the death of his former girlfriend and colleague.
June 27, 2022
5 Rules the SEC Plans to Review This YearThe SEC's annual "Reg Flex" agenda is notable for what is not on it, Ron Rhoades says.
June 24, 2022
How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors' AdviceOne advisor asks: "Do you want your financial success to be driven by your strategy or your emotions?"