Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Firm Culture, Leadership Are Female Advisors' Biggest Hurdles: Study
By Michael S. FischerResearch from Carson Group and Hidden Insights Group reveals the main challenges women face in pursuing this career.
July 06, 2021
How 'Power Phrases' Make You Memorable to ProspectsAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
July 02, 2021
Focus Financial to Add $3B in AUM With 3 New AcquisitionsThe RIA aggregator added teams in Arizona, Maryland and New York.
July 02, 2021
She Built a Virtual Planning Firm for Millennials Before It Was Cool"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
July 02, 2021
Honoring Advisors Who Serve(d): Fourth of July, 2021We highlight stories of military veterans in the advisory world, told in their own words.
July 01, 2021
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech RoundupAlso, UBS launches its fourth Future of Finance Challenge, an open competition for fintech startups and tech entrepreneurs.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 30, 2021
Standing Up for Advisors' Independent Contractor StatusThe PRO Act, being considered by the U.S. Senate, would impose a stringent worker classification test on indie advisors.