Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Real Reason a Higher Retirement Age Won't Fix Social Security
By John ManganaroRaising the retirement age would have little effect on how long people work, researchers argue.
July 13, 2023
Raymond James Pride Network Continues to Grow in Third YearThis year's symposium was intended to help advisors grow their business and help their community.
July 13, 2023
How Advice Differs When Your Average Client Has $100MClients who expect their money to outlive them have different needs, Callan Family Office CEO Jack Ginter tells ThinkAdvisor.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 13, 2023
Head of Thrivent Advisor Network Let Go Amid RestructuringCarolyn Armitage, who joined the firm two years ago, is out, along with four members of her team.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 12, 2023
Do Schwab's New HNW Services Threaten Advisors?Experts debate if the offerings are handholding for wealthy DIY clients or competition for RIAs' hands-on services.