Ed Slott: 'If You're Not Doing Tax Planning, Get Out of the Business'
By Melanie WaddellAdvisors who aren't are "creating a tax problem," the CPA and IRA expert tells ThinkAdvisor.
November 04, 2026
Secure 3.0 Prospects Grow With Midterm Results: Jeff BushThe Washington Update analyst tells ThinkAdvisor what the Democratic sweep could mean for financial services legislation.
November 03, 2026
How Hightower CEO Larry Restieri Is Driving Its 'Volkswagen Model'The aim is "to have different brands within our broader structure," the RIA executive said.
October 29, 2026
Mercer Advisors CEO: How a $110B RIA Stays 'Very Teeny'Dave Welling discusses AI, recruiting, tax planning and keeping a boutique feel while adding hundreds of clients a month.
October 28, 2026
Jeff Levine: Watch This New Tax Credit in 2027Focus Financial's planning chief also weighs in on underused year-end tax moves and why some advisors shouldn't do tax planning.
October 27, 2026
PRO
How RIAs Can Prepare for AI Cyber CrimeMichael Brice, founder and president of BW Cyber, sees major concerns on the security horizon.
October 27, 2026
Ric Edelman: Advisors Must Reinvent or Get Left BehindThe RIA founder talks to ThinkAdvisor about AI, crypto, why the 60/40 portfolio is dead and why ETFs will soon disappear.
October 26, 2026
PRO
HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.