Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
7 Things Advisors Need to Know About Divorce
By John ManganaroDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 20, 2024
Fugitive Ex-Advisor Who Appeared on CNBC Arrested on Fraud ChargesJames Arthur McDonald Jr. allegedly lost over $30 million, then solicited millions from investors for a purported capital raise.
June 20, 2024
We Can Stop Advisor Industry Churn: Orion CEONew technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.
June 17, 2024
The 'Tiresome' Persistence of the 4% RuleThere's so much more to income planning, professor Moshe Milevsky says. But the guildeline sticks around for a reason.
June 17, 2024
4 Reasons to Work as a Bank, Credit Union or Insurance AdvisorChoosing to work within an institutional environment can have unexpected benefits.
June 17, 2024
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards ProgramNominations for individuals and firms are due July 24. Here's how to do submit them in 10 categories this year.
June 14, 2024
Let's Stop Wishful Thinking About Interest Rates: Skip SchweissWhen it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.