Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
New Nominations Deadline for LUMINARIES 2023 Awards
By Janet LevauxThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 13, 2023
3 Ways to Save Social Security and MedicareRaising the full retirement age, adding taxes on the wealthy and retargeting benefits are some options on the table.
April 13, 2023
Does Reg BI Mean the Death of Broker-Dealers?For advisors, the issue going forward is if they stay away from transaction-based products in favor of a strictly fee-based approach.
April 12, 2023
8 Advisor PR Lessons From This Year's Bank MeltdownBanks made some big communication errors that advisors can learn from, says The Rudin Group's Rob Farmer.
April 12, 2023
8 Financial Managers Indicted in $72M SchemeThe defendants scammed at least 200 clients, according to prosecutors.
April 12, 2023
Which Industries Offer the Best 401(k)s? You May Be Surprised.A new study shows which industries provide the most generous retirement benefits.
April 11, 2023
How Raymond James Is Putting AI Into PracticeThe tools can predict client needs and suggest action steps for advisors across their entire books of businesses, says executive David Lillis.
April 11, 2023
RBC Picks Up $1B First Republic TeamRBC's reputation of financial strength and dedication to supporting advisors were reasons cited for the move.