Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A Hidden Source of Wealth Many Retirees Overlook
By John ManganaroUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 28, 2023
Merrill Names New Private Wealth HeadLindsay Hans will succeed Don Plaus as head of the firm's Private Wealth Management, International and Institutional.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 27, 2023
Peter Mallouk: The No. 1 Thing to Look for in Investments NowThe Creative Planning CEO also told ThinkAdvisor why he thinks AI will "change everything" in three to five years.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 27, 2023
Ed Slott: Advisors Are Confused About IRAsThe IRA consultant discusses the questions he gets from advisors on these retirement accounts' "complicated rules."
February 24, 2023
Top 15 Financial Advisor Hotspots: 2023These are the metro areas with the most advisors per capita, according to SmartAsset.