Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
LUMINARIES 2022 Finalists: Community Impact — Firms
By Janet LevauxAn evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year.
November 01, 2022
LUMINARIES 2022 Finalists: Executive Leadership — IndividualsMeet the standout individual finalists — who were selected from hundreds of stellar nominations by our editorial team — in Executive Leadership.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
November 01, 2022
New Goldman Platform Advises Asset Managers on Launching ETFsGoldman expects the first client ETF developed through the platform to launch in 2023.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 31, 2022
How to Talk to Clients About Politics and InvestingJohn Diehl of Hartford funds offers timely advice, including a fact or two that may surprise clients.