Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
10 Retirement and Tax Rules Advisors Love to Hate: Advisors' Advice
By Jeff BermanAdvisors told us which rules they would get rid of, from RMDs to income limits to Secure Act provisions.
July 22, 2021
Is It Time to Switch to Fixed-Fee Retainers?The fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 22, 2021
How Thought Leadership Is Front and Center for Advisors TodaySeveral LUMINARIES judges highlight the need for out-of-the-box thinking as the wealth management industry confronts monumental change.
July 22, 2021
Why Recognition Matters: The LUMINARIES Program in ActionThe program's year-round coverage will tell the stories of those industry players making a difference for today's and tomorrow's advisors.
July 22, 2021
What's Next for Diversity and Inclusion in Wealth Management?Several LUMINARIES judges say new awareness is impressive, but there's still more work to do.
July 22, 2021
Behind the Curtain of ThinkAdvisor's New LUMINARIES Awards ProgramThe awards celebrate achievements in diversity & inclusion, thought leadership, executive leadership and dealmaking/growth.
July 21, 2021
What Does a Great Advisor Bring to the Table?The beauty of a relationship-based business is you can help your clients in ways they never knew they needed.
July 21, 2021
VIPs Are Venturing Into Crypto, but Many Advisors Still HesitateWhile the new Onramp platform and big-name backers like Ritholtz Wealth could help attract RIAs to crypto, many are not convinced.