What Hopkins, Levine & Treichel Think of Retirement Changes in Secure Act 2.0
By Janet LevauxClients will ask about Secure 2.0, so advisors should "be prepared," one expert said in this webcast.
March 09, 2022
SEC Whistleblower Architect on the Problem With Frivolous Tips: SEC RoundupIn this episode, Jordan Thomas weighs in on what, if anything, should be done about frivolous tips.
February 22, 2022
SEC's 'Accredited Investor' Update Could Bring Unintended Consequences — SEC RoundupLawyers Nick Morgan and Tom Zaccaro talk to Brittany Davis of Backstage Capital about how the change could affect investors.
February 10, 2022
Should the SEC Ban Payment for Order Flow? — SEC RoundupLawyers expect "some activity by the SEC in 2022" on this issue, Nick Morgan says in this video.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
February 22, 2021
Human Capital: Skip Schweiss on Reshaping FPA's Value PropositionIn this episode, FPA President Skip Schweiss talks about how to boost the organization's membership.
February 21, 2021
Welcome to the New ThinkAdvisor!The redesign includes a fresh look, key takeaways and tailored recommendations for related articles about topics that matter most to financial advisors.
February 21, 2021
What the New ThinkAdvisor Means for MarketersThe site's key features include a fresh new look, vibrant graphics that deliver maximum impact and an enhanced mobile experience.