LUMINARIES 2022 Finalists: Thought Leadership — Individuals
By Janet LevauxThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 23, 2022
How an RIA Eases Clients' Worries on Volatility, Inflation, Health CareMelissa Weisz, a wealth advisor at RegentAtlantic, runs ThinkAdvisor through some common planning steps she takes with clients.
August 23, 2022
LUMINARIES 2022 Finalists: Diversity, Equity & Inclusion — FirmsThese 14 industry players are demonstrating their commitment to DEI via best practices, innovation and community outreach.
August 23, 2022
How Small RIAs Can Grow While Staying in ControlFirms with $300 million in assets or less must make partnership decisions carefully. Here's what to consider.
August 23, 2022
$4B Boutique Advisor Team Ditches Wells FargoMoran Wealth Management, based in Florida, has become an independent RIA with assets custodied at BNY Mellon's Pershing.
August 22, 2022
Kitces: The 5 Most Important Traits Investors Should Seek in an AdvisorWhat prospective clients shouldn't ask advisors: "What percent return should I expect if I hire your firm?"
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.