Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
'Is My Money Safe?' What 7 Advisors Are Telling Clients — Advisors' Advice
By Dinah Wisenberg BrinEven though bank deposits and BD assets are well-protected from institutional failure, clients may still have concerns.
March 15, 2023
DOJ Arrests Chinese Billionaire and Steve Bannon Associate in $1B Fraud SchemeExiled businessman Guo Wengui, an associate of the former White House advisor, was "a serial fraudster," according to the SEC.
March 15, 2023
7 Social Security Claiming Myths That Can Shortchange ClientsHartford Funds' Mike Lynch says it's crucial to consider how timing, income and taxes all affect Social Security benefits.
March 15, 2023
Altruist Buys Rival Custodial Platform SSGThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 15, 2023
LUMINARIES 2023 Nominations Portal OpenThinkAdvisor's recognition program is accepting nominations through April 18. There's no cost to participate.
March 14, 2023
Morgan Stanley Readies OpenAI GPT-4 Offering for AdvisorsThe wirehouse is developing a service to provide its advisors with content and insights, with more applications to follow.
March 14, 2023
Higher Rates Buoy Retirees and Pensions Alike, but for How Long?Today's rising interest rates present "wonderful opportunities" for retirement investors, pension expert Russell Kamp tells ThinkAdvisor.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.