Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Best Successor Is Right There, If You Know How to Look
By Dan KreuterIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 23, 2024
How Racial Disparities Hurt Retirement for All: SSA OfficialKilolo Kijakazi discusses how disparities in employment and retirement plan access for women and minorities have ripple effects.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.