Ric Edelman: Advisors Must Reinvent or Get Left Behind
By Melanie WaddellThe RIA founder talks to ThinkAdvisor about AI, crypto, why the 60/40 portfolio is dead and why ETFs will soon disappear.
October 27, 2026
13 Scary Retirement Statistics to Read in the Dark: 2026Rising everyday costs are haunting retirement savers.
October 26, 2026
How to Optimize Charitable Tax Deductions in 2026 and BeyondWith several changes in place, advisors can help clients make the most of their donations.
October 26, 2026
Walt Bettinger: Schwab Committed to Advisors of All SizesCustodial competitors often have "reached out to ask if we'd be willing to acquire them," the former CEO wrote.
October 26, 2026
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HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
October 26, 2026
RBC Wealth Adds $1B Group From UBSThe Nepa/Susco Team, based in Pennsylvania, specializes in wealth planning.
October 26, 2026
Clients Like High Annuity RatesJason Long, Blueprint's head of sales and operations, breaks down the shopping behavior that issuers love to hate.
October 26, 2026
Hinge, but for Wealth Management? Finny CEO ExplainsEden Ovadia tells ThinkAdvisor how her firm's AI agent and "F-score" are aimed at creating long-term advisor-client relationships.