Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?
By John ManganaroMany of the places advisors wanted to break away from have adjusted their models and modernized.
January 05, 2024
6 Steps to a Business Plan That Gets ResultsResearch shows that putting specific plans in writing can multiply your income. Here's how to do it.
January 05, 2024
What Firms Must Disclose Before a Rollover Under New DOL RuleInvestors must have access to information about costs, conflicts of interest and alternatives to rolling over their assets.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
January 04, 2024
SoFi Offers 2% IRA Contribution Match Through Tax DayThe firm is doubling a previously announced 1% IRA match offered in late 2023.
January 04, 2024
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts SayIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 04, 2024
Meet the FPA's New PresidentClaudia Cypher Kane, CFP, now leads the group and its 17,000 members. She's been an advisor since 1985.