Top 10 Ridiculous Luxury Gifts: 2017
By Marlene Y. SatterThinkAdvisor had fun trying to figure out what Santa might bring to those who have so many chimneys that he might get lost.
December 06, 2017
2 Advisor Groups With LPL Ties MergeWealth Enhancement Group has some $7.5 billion in client assets; the move boosts its presence in Florida.
December 06, 2017
Benefits and Roadblocks to Blockchain Adoption by Wealth ManagementGiven blockchains potential significant impact, many firms are beginning to dedicate resources to understand and integrate this technology.
December 06, 2017
Celebrity Advisor David Bach Launches ‘Business in a Box’ for AdvisorsIf your advisory business today has below $25 million in assets ... you will be out of business in five years, Bach told ThinkAdvisor.
December 05, 2017
Alan Moore: What Do Younger Advisors and Clients Want? Each OtherThe XY Planning co-founder tells ThinkAdvisor how he defied the conventional wisdom that people under 50 don't pay for financial planning.
December 02, 2017
Tax Bill, Passed in Haste, Could Hurt Small-Biz Retirement Plans: ARA’s GraffThe tax overhaul, which cleared the Senate early Saturday, has been "barreling through Congress," leaving little time to address technical issues, the retirement lobbyist says.
December 01, 2017
Advisors Asset Management Enters ETF Market With 2 Dividend ETFs: Portfolio ProductsBNY Mellon launches a multi-asset fund, and FTSE Russell launches two new ESG index series.
December 01, 2017
SIFMA, Others to Regulators: No New Cybersecurity Rules Needed(T)he volume of regulations ... are sometimes overlapping, duplicative and conflicting, says SIFMA President and CEO Kenneth Bentsen.