Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Honoring Advisors Who Serve(d): Fourth of July, 2021
By ThinkAdvisor Editorial StaffWe highlight stories of military veterans in the advisory world, told in their own words.
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.
June 29, 2021
Is the Stock Market Poised for Crash, Correction or More Gains?A wide range of market strategists from Schwab, GMO, DoubleLine and elsewhere shared their market predictions.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.
June 28, 2021
Putnam Names New Co-CIO of Global Asset AllocationBrett Goldstein and his co-chief investment officer, Robert Schoen, will be responsible for strategy and positioning of GAA products.
June 28, 2021
Investment Advisor Industry Grows for 9th Consecutive YearTotal SEC-registered advisors, clients served, assets managed and people they employed reached record highs in 2020.
June 25, 2021
Investors Prefer Advisors Similar to Them: SurveyFinancial advisory firms must address the disconnect between what the industry looks like and changing demographics, a survey has found.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.