Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Joe Duran: 9 Ways to Help Clients Live Richly Instead of Dying Rich
By Jeff BermanHere's how to help clients live the lives they want, according to the head of Goldman Sachs Personal Financial Management.
December 21, 2020
7 Predictions for Advisors & Firms in 2021From changes in recruiting deals to the continued growth of RIAs, M&As and other activities, here's what lies ahead next year.
November 19, 2020
40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: FidelityTech enhancements have made the process easier as advisors working remotely have learned the benefits of flexibility, Fidelity says.
November 12, 2020
8 Things Advisors Should Know Now About Top Industry TrendsExecutives from Schwab, Mercer Advisors and other firms discussed the state of play at a virtual DeVoe & Co. event.
November 10, 2020
Honoring Advisors Who Serve(d): Veterans Day, 2020ThinkAdvisor's yearly compilation highlights the stories of 20 military veterans who also serve in the financial advisory industry.
November 06, 2020
The Identical Twin Advisors Who Broke Away TogetherGregg and Scott Powers of Twin Powers Wealth Advisors tell ThinkAdvisor how they broke away from Wells Fargo to start their own firm.