Investment News & Analysis for Financial Advisors | ThinkAdvisor
WEB2 days ago · ThinkAdvisor features all the investment news, in-depth analysis, market data and tools financial advisors need to grow their businesses and their bottom line.
8 Views From Advisors and Clients on the Future of Financial …
WEB13 hours ago · 1. The perceived value of financial planning is growing. Nine in 10 planners say the increased perceived value of financial planning is shaping how they approach their work, client engagement and ...
Top Advisor News of 2021 | ThinkAdvisor
WEBNov 22, 2021 · Financial Planning The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.
Pontera Links With New ‘Tech-Forward’ Recordkeeper
WEB13 hours ago · 401GO, which was established in 2019, is described in the announcement as a “technology-forward retirement plan provider that seeks to better connect employers, worker and financial advisors ...
Advisor Tech News of 2024: An Evolving List | ThinkAdvisor
WEBJan 26, 2024 · The start of 2024 brings the annual Technology Tools for Today, or T3, conference for financial advisors and other players in the independent wealth space, and with it, a slew of technology ...
BofA Private Bank Nabs $2.7B Advisor From Citi | ThinkAdvisor
WEB12 hours ago · Career Moves September 20, 2024 at 01:17 PM Share & Print. Austin Koenen, a high-net-worth specialist financial advisor who built a $2.7 billion book of business at Citi Private Bank, has joined ...
11 New Findings on the Rising Demand for Financial Advice
WEBDec 1, 2023 · U.S. consumer demand for live, hands-on financial advisors continues to grow despite voluminous data and technology designed to empower individuals to handle their own investments, says new ...
Kitces: 5 Industry Trends Reshaping Financial Advice
WEBJul 22, 2024 · Kitces discussed the search for advisory firm models beyond assets under management. One reason the industry is seeing growth in alternative advice approaches, he noted, is that the universe of...
What the RIA Industry Looks Like Now, in 4 Charts
WEBJun 21, 2024 · The number of financial planning clients rose 6.9% in 2023, to 4.1 million from 3.8 million in 2022, the report found. After financial planning, the most common additional services offered by...
Osaic to Buy Lincoln's Wealth Unit for $700M | ThinkAdvisor
WEBDec 14, 2023 · Osaic, formerly Advisor Group, says it is buying broker-dealers and RIAs Lincoln Financial Advisors and Lincoln Financial Securities. The two wealth management firms are owned by Lincoln...