Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How 'Power Phrases' Make You Memorable to Prospects
By Jane Wollman RusoffAdvisor Leibel Sternbach tells ThinkAdvisor how to craft a message that attracts attention — over and over again.
July 02, 2021
Honoring Advisors Who Serve(d): Fourth of July, 2021We highlight stories of military veterans in the advisory world, told in their own words.
July 01, 2021
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech RoundupAlso, UBS launches its fourth Future of Finance Challenge, an open competition for fintech startups and tech entrepreneurs.
June 30, 2021
Tech Giants Are Creeping Into Finance. What's an Advisor to Do?Consultant Craig Iskowitz talks to ThinkAdvisor about adding value and why millennials aren't so special.
June 30, 2021
Standing Up for Advisors' Independent Contractor StatusThe PRO Act, being considered by the U.S. Senate, would impose a stringent worker classification test on indie advisors.
June 29, 2021
Is the Stock Market Poised for Crash, Correction or More Gains?A wide range of market strategists from Schwab, GMO, DoubleLine and elsewhere shared their market predictions.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.
June 28, 2021
Putnam Names New Co-CIO of Global Asset AllocationBrett Goldstein and his co-chief investment officer, Robert Schoen, will be responsible for strategy and positioning of GAA products.