Hinge, but for Wealth Management? Finny CEO Explains
By Jane Wollman RusoffEden Ovadia tells ThinkAdvisor how her firm's AI agent and "F-score" are aimed at creating long-term advisor-client relationships.
October 20, 2026
Wenk, Ritholtz, Others Reveal What Drives Their Own InvestingA key theme is that money can grow, but "time is going in only one direction," author Brian Portnoy says.
October 19, 2026
6 Big Retirement Decisions Every Client Must MakeAge 50 is the time to start the planning process, advisor Daniel Goldie says.
October 19, 2026
PRO
A Tax Bill Prediction and an Untapped IRA StrategyTax expert Sean Mullaney talks midterm elections, tax bill likelihood and year-end tax planning strategies for advisors.
October 12, 2026
When Claiming Social Security Early Can Make Sense: Derek TharpWhile the Kitces.com researcher doesn't advocate early claiming, he says it's a rational choice in certain situations.
October 05, 2026
Lisa Gomez Laments DOL's Big Swings Between PresidentsPeople in the industry "just want rules that they can manage and deal with," the Labor official turned consultant says.
October 05, 2026
How Scammers Use AI to Trick Advisors and ClientsAI makes it far easier to craft believable phishing emails and malicious sites, says Cayla Culver of Schwab Advisor Services.
October 02, 2026
PRO
Angry Insurance Clients Want Less FrictionGreg Holman, an administration specialist, has ideas for keeping life's stresses from making things worse.