Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'The Sketch Guy' Wants to Help You Attract New Clients
By Jane Wollman RusoffCarl Richards has partnered with Snappy Kraken to allow advisors to send his popular sketches to their prospects.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
Ken Fisher Can't Have It AllFisher famously hates annuities, but there are times when they are clearly in clients' best interest.
January 12, 2024
A New Year, and a New 'Advisor-Driven Experience' at OrionThe firm aims to complete integration work in 2024, CEO Natalie Wolfsen tells ThinkAdvisor.
January 12, 2024
3 Ways to Help C-Suite Clients With RetirementThese executives need the right plans for when they no longer have the cash flows from their pay.
January 12, 2024
CFP Board Releases Secure 2.0 Act Exam GuideKey parts of the law become effective in 2024 and will be included in subsequent CFP exams.
January 12, 2024
6 Ways to Stay Connected With Snowbirding Clients: Advisors' AdviceSome clients may be farther away this winter, but that doesn't mean communication should fade.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.