Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Commonwealth Sets Recruiting Record in 2022
By Jeff BermanThe firm onboarded 270 advisors with a record-breaking $11.24 billion in client assets, it says.
February 15, 2023
This Hedge Fund Pro Is Remaking Northern Trust's Fixed Income Investing ProcessTom Swaney tells ThinkAdvisor how his firm is seeking to boost performance and gives his bond market outlook.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
February 14, 2023
Bill to Strike Social Security Windfall Provision Is BackA congressional report analyzes what removing the WEP might mean for millions of public workers.
February 14, 2023
Next Hearing Set for LPL Network Firm Employee Charged in Double MurderThe next hearing for Ramy Fahim has been scheduled for June 2.
February 14, 2023
How to Help Clients Mentally Prepare for Retirement: Advisors' AdviceSkilled advisors know that getting the financial picture in order is only part of the retirement planning equation.
February 13, 2023
These 5 Questions Make Client Review Meetings Fun Again: Meghaan LurtzClients want more connection, and review meetings, done right, are a great way to build it, Lurtz says.