Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Stocks Look Like the Least-Bad Option in a World Full of Risk
By Nikos Chrysoloras, Jan-Patrick Barnert and Sagarika JaisinghaniBut the wall of worry that stocks have to climb is getting higher and higher due to rampant inflation and other factors.
April 01, 2022
Jeffrey Levine: Delay Social Security Benefits as Long as You CanDelayed claiming is just one of Buckingham Wealth's recommendations to fight inflation, its chief planning officer tells ThinkAdvisor.
April 01, 2022
13 Tips for Getting More ClientsMichael Kitces, advisor Nina O'Neal and others discussed how to market to prospects and turn them into clients.
March 31, 2022
LPL Launches SMA Strategies on Model Portfolio PlatformThe news comes about eight months after LPL said it was testing SMAs via a pilot program.
March 31, 2022
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech RoundupAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 31, 2022
What to Do About Today's 'Wall of Worry:' Robertson Stephens' Stuart KatzThe chief investment officer reviews what's top of mind for advisors and clients: rising interest rates and inflation.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 31, 2022
Schwab's Direct Indexing Platform to Launch in AprilSchwab's direct indexing fees are set to start at 0.40%, which matches the planned Fidelity Managed FidFolios.