Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Why the Advice Industry Isn't Paperless Yet: Schwab Exec
By Jeff Berman"Some of the obstacles" that remain "sit with us, the custodian," a Digital Advisor Solutions exec says.
May 03, 2021
LUMINARIES FAQ: How to Participate in ThinkAdvisor's New Awards ProgramThere are two weeks left to nominate advisors and firms for our new, pioneering recognition program. Here's what you need to know.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 30, 2021
Raymond James Touts Success of Its Beefed-Up Recruiting PackagesThe company's advisor headcount rose in Q2, CEO Paul Reilly says.
April 29, 2021
The 2 Big Questions Barry Ritholtz Is Hearing NowThe Ritholtz Wealth Management co-founder tells ThinkAdvisor what his clients are asking about and what he's watching in markets.
April 29, 2021
How Advisors Can Harness Data to Optimize Financial PlanningData-driven digital advancements offer many opportunities for financial advisors to serve clients better.
April 29, 2021
Shirl Penney: Why Biden's Tax Plans Could Push More RIAs to Sell NowDynasty Financial Partners' CEO weighs in on topics from Bitcoin and going back to the office to the All Blacks rugby team and horse racing.
April 29, 2021
Robinhood to Double Its Registered Rep Force in 2021The recruits will provide customer service, not investment advice, the company says.