'Sketch Guy' Carl Richards Now Has a 'Secret Society' for Advisors
By Jane Wollman RusoffThe "Behavior Gap" author tells ThinkAdvisor how he's helping advisors thrive in the face of "irreducible uncertainty."
July 27, 2021
Hightower Scoops Up $2B RIAAs part of the deal, Farr, Miller & Washington CEO Michael Farr is set to become Hightower's chief market strategist.
July 26, 2021
All Eyes on Gensler to Define 'Best Interest' in SEC RuleSEC Chairman Gary Gensler will likely define the term as "many different audiences" await an answer, Blaine Aikin says.
July 26, 2021
Financial Services Groups Still Fear Labor BillOne section could turn agents and advisors who are now independent contractors into employees.
July 23, 2021
10 Retirement and Tax Rules Advisors Love to Hate: Advisors' AdviceAdvisors told us which rules they would get rid of, from RMDs to income limits to Secure Act provisions.
July 22, 2021
Onramp Invest Kicks Off Crypto Trading for Advisors: Tech RoundupAlso, ProNvest introduces a retirement fintech platform.
July 22, 2021
Mercer Advisors Adds 2 Execs in Aim to Double Its SizeOne worked earlier for Strategic Financial Solutions and Condé Nast, and the other for Edelman Financial Services.
July 22, 2021
Is It Time to Switch to Fixed-Fee Retainers?The fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.