Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Meet the 2023 LUMINARIES Winners
By Janet LevauxWe recognized this year's winners at our third annual gala, held Tuesday at Gotham Hall in New York.
November 29, 2023
Do You Know These IRA Tax Facts? (No Peeking!)Only the tax-savviest advisors will ace this quiz.
November 28, 2023
At Buckingham, CEO Birenbaum Keeps BuildingThe leader of the RIA giant tells ThinkAdvisor which industry trends he's embracing and which he's skipping.
November 28, 2023
Four Flexible 4% Rule Alternatives for 'Safe' Retirement IncomeHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
Advisor Accused of Churning Retired Couple's PortfolioThe advisor allegedly made over $75 million in trades in 2021, according to the suit, which was later dropped.
November 22, 2023
A CEO Walks Away: What's Next for Eric Clarke, OrionThe recently retired exec talks about AI, his new volunteer gig and why RIAs have a bright future.
November 22, 2023
RMDs, Venmo Reporting and Other Tax Issues to Watch Now: Jeff LevineThe coming year or two will undoubtedly be a "tax crunch time," warns the self-professed "planning nerd."
November 22, 2023
9 Tax-Saving Strategies for Year-End 2023: Advisors' AdviceAdvisors shared some tax planning moves you might not have thought of.