Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
HSA Planning After 55: What Your Clients Might Not Know
By William H. Byrnes | Robert BloinkWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
March 19, 2024
Raymond James Taps Next CEOCFO Paul Shoukry was immediately named president and will become CEO in fiscal 2025.
March 19, 2024
How to Boost Client Confidence, According to ResearchAdvisors must "get inside the hearts and minds of clients in a more robust way," Julie Littlechild says.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
Shaping Wealth Launches New Advisor AI Support ToolThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 19, 2024
Steady Growth? It Starts With Culture: Steward Partners CEOPeople need to enjoy their work and have a stake in their firm's success, Jim Gold tells ThinkAdvisor.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?