Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Most HNW Advisors Still Unfamiliar With Direct Indexing: Survey
By Michael S. FischerYet these advisors embrace the strategy's most valued benefits: tax management and customized exposures.
April 28, 2022
LUMINARIES 2022 Nomination Deadline ExtendedIndividual and firm nominations for these pioneering industry awards will be accepted online through May 6, and there is no cost to participate.
April 27, 2022
Ex-Schwab Exec: Wirehouses, Banks Are Challenging RIAsBig firms have adopted more RIA-like offerings; meanwhile, breakaways have gotten smarter, Rob Farmer tells ThinkAdvisor.
April 27, 2022
Bob Doll's 10 Predictions for the Rest of 2022We're in a "tug of war between earnings tailwinds and valuation headwinds," Doll says.
April 26, 2022
Why Advisors Shouldn't Dismiss Index-Linked AnnuitiesAdvisors shouldn't brush off investments that limit downside (and upside) as inefficient gimmicks.
April 26, 2022
Best & Worst Firms for Self-Directed Investors: J.D. Power, 2022"Hybrid" investors who get some advisor help are less satisfied than both DIY investors and full-service advisor clients.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 26, 2022
9 Reasons People Find You InterestingThese traits can help you build relationships, no matter your income level.