15 Cheap, Friendly Cities for Retirement: 2021
By Michael S. FischerOne notable factor in this ranking of metro areas is the availability of communities for residents 55 and older.
February 22, 2021
Samantha Russell: How to Leverage SEC's 'Game-Changing' New Ad RuleThe marketing whiz tells ThinkAdvisor how RIAs can use testimonials once the rule goes into effect in May.
February 22, 2021
The Do's and Don'ts of Partnering With CPAsEd Slott, Jeffrey Levine and other CPAs and advisors give advice for making this critical relationship work.
February 21, 2021
Creative Planning CEO: Biden's Capital Gains Tax Plan Could Kill Model PortfoliosAn increase in the capital gains tax could "dramatically change investment decisions" advisors make, Peter Mallouk tells ThinkAdvisor.
February 18, 2021
Model Portfolios Keep Growing on Advisory PlatformsFinancial pros appreciate the added layer of discipline and oversight to investment decision-making, Natixis reports.
February 16, 2021
In-Person Conferences Are Coming Back. Are Advisors Ready?Several advisors said they'd consider hitting the conference circuit this fall, as long as they could be vaccinated in time.
February 10, 2021
Advisor Who Tweeted on Ken Fisher's Crude Remarks Has No RegretsAdvisors need to be careful not to let social media consume them, Alex Chalekian tells ThinkAdvisor.
February 09, 2021
Schwab Cuts 200 More JobsThe latest reductions follow the more than 1,000 job cuts the firm announced after the TD Ameritrade deal closed.