Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
We Can Stop Advisor Industry Churn: Orion CEO
By John ManganaroNew technology and ways of thinking mean more advisors seek a different way to do business, Natalie Wolfsen says.
June 17, 2024
Luminaries FAQ: How to Participate in ThinkAdvisor's 2024 Awards ProgramNominations for individuals and firms are due July 24. Here's how to do submit them in 10 categories this year.
June 14, 2024
Let's Stop Wishful Thinking About Interest Rates: Skip SchweissWhen it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.
June 13, 2024
The 100,000th CFP Shares Her StorySimone Lee left her IT career to pursue financial planning in 2019, earning the certification five years later.
June 12, 2024
How This Bank Rep Took the Leap to IndependenceAdvisor Rebecca Boyd explains handling tricky tasks like rebuilding a book of business after joining Commonwealth Financial.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.