Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech Roundup
By Jeff BermanAlso, ProNvest introduces a retirement fintech platform.
July 22, 2021
How Thought Leadership Is Front and Center for Advisors TodaySeveral LUMINARIES judges highlight the need for out-of-the-box thinking as the wealth management industry confronts monumental change.
July 22, 2021
What's Next for Diversity and Inclusion in Wealth Management?Several LUMINARIES judges say new awareness is impressive, but there's still more work to do.
July 22, 2021
Behind the Curtain of ThinkAdvisor's New LUMINARIES Awards ProgramThe awards celebrate achievements in diversity & inclusion, thought leadership, executive leadership and dealmaking/growth.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 20, 2021
3 Key Lessons From a Year of CrisesEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.