She Built a Virtual Planning Firm for Millennials Before It Was Cool
By Jane Wollman Rusoff"I really didn't feel like helping a bunch of rich, white, old guys get richer," Sophia Bera, a CFP, tells ThinkAdvisor.
July 01, 2021
How to Maximize Advisor Productivity While Avoiding BurnoutHow much can your team take on in a week without compromising the client experience? Here's how to figure that out.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 29, 2021
Goldman Plans New Dallas Campus, Extending Bet on Hub in TexasEarlier this year, Schwab relocated its headquarters to the Dallas suburb of Westlake, where Fidelity has a campus.
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 28, 2021
CI Financial Gobbles Up $2.6B RIA in PennsylvaniaWith this deal and another other recent transaction, the firm says its U.S. assets should soon hit $68 billion.
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.
June 25, 2021
The Dark Side of Technology ConsolidationWhat can firms learn from Riskalyze's recent (and then retracted) marketing campaign, which zeroed in on its competitors?