Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Focus Financial Taps Flourish for Held-Away Cash Management
By John ManganaroFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 19, 2024
3 Key Elements for Successful Succession PlanningBy embracing collaboration, adaptation and mentorship, financial advisors can navigate the succession gap with resilience.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
Shaping Wealth Launches New Advisor AI Support ToolThe tool, called Lydia, helps advisors navigate hard conversations, use behavioral marketing and measure clients' money status.
March 19, 2024
Steady Growth? It Starts With Culture: Steward Partners CEOPeople need to enjoy their work and have a stake in their firm's success, Jim Gold tells ThinkAdvisor.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 18, 2024
5 Groups That Benefit From Donor-Advised FundsIncluding DAFs in conversations with clients is important to advisors, investors and the charities they support.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.