Why Fewer Young People Are Becoming Financial Advisors
By Jane Wollman RusoffThe advice business "has become a harder nut to crack" as fees keep falling, says recruiter Bill Willis.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
April 22, 2025
What Advisors Should Know When Their BD Gets AcquiredCommonwealth is far from the only BD caught up in the ongoing consolidation wave, recruiter Jodie Papike says.
April 21, 2025
This Time Really Is Different, Rick Kahler Warns"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.
April 16, 2025
For Douglas Boneparth, Attracting Clients Is a Laughing MatterThe financial advisor uses humor to cope with market volatility — and to get prospects in the door.
April 16, 2025
How an Ex-NFL Player Is Leading SageSpring's Growth PushCEO Winston Justice wants to take the financial planning firm from $7 billion to $50 billion.
April 15, 2025
Bob Doll: What Advisors Should Say to Clients in 'Crazy Volatility Season'The worries on investors' minds now go far beyond tariffs, the Crossmark CEO tells ThinkAdvisor.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.