Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
7 Themes for Stock Investing in 2023: John Buckingham
By Jane Wollman RusoffThe value portfolio manager tells ThinkAdvisor some of his top stock picks for the year ahead.
December 14, 2022
Why ESG Investing Is 'a Mess' and What to Do About ItFrontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 12, 2022
Here's the New 'Safe' Withdrawal Rate: MorningstarWhile still lower than the traditional 4% withdrawal assumption, the new figure is appreciably higher than the 2021 rate.
December 09, 2022
Even 'Expert' Investors Seek Advice in Uncertain TimesEven those who consider themselves financially savvy are more likely to turn to a financial advisor as interest rates rise.
December 09, 2022
The Best & Worst U.S. Airlines: 2022WalletHub gathered data on reliability, comfort and safety. Advisors have opinions of their own.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.
December 08, 2022
Stifel's Alex David Tapped for New Leadership RoleHe will be the Association of African American Financial Advisors' incoming chairman emeritus.