Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Is It Time to Switch to Fixed-Fee Retainers?
By Angie HerbersThe fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 22, 2021
What's Next for Diversity and Inclusion in Wealth Management?Several LUMINARIES judges say new awareness is impressive, but there's still more work to do.
July 22, 2021
Behind the Curtain of ThinkAdvisor's New LUMINARIES Awards ProgramThe awards celebrate achievements in diversity & inclusion, thought leadership, executive leadership and dealmaking/growth.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 20, 2021
3 Key Lessons From a Year of CrisesEdward Jones advisor Jesse Abercrombie explains what he's learned from the pandemic and the fight for racial justice.
July 20, 2021
Advisors and Credit Advice: Are We Burying Our Heads in the Sand?Few Americans get professional credit advice; meanwhile, retirees pile up debt.