@ThinkAdvisor

Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.

 New York, NY
ThinkAdvisor.com
Joined April 2009
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  • Followers44K
11.3KMedia
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAs dlvr.it/TGRG4M
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Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option dlvr.it/TGRBjF

Fidelity to Switch Advisor Custody Accounts to FCASH as Only Core Sweep Option

Next year, custody, non-retirement brokerage accounts will convert and default to Fidelity's FCASH sweep holding option.

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8 Big Retirement Bills Introduced in 2024 dlvr.it/TGR885
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7 Ways Views on Retirement Vary Across Generations dlvr.it/TGR4K9
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BlackRock, Vanguard and State Street Sued by 11 States dlvr.it/TGR2t4

BlackRock, Vanguard and State Street Sued by 11 States

Texas and other states allege the asset managers broke antitrust laws by boosting electricity prices through their investments.

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Financial Peace of Mind dlvr.it/TGQmkt

Financial Peace of Mind

Cristen Morgan, owner of Lake Norman Financial Group, shares how she’s continuing to make a difference in the lives of others in her community.

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10 New Findings on What Americans Think About Wealth dlvr.it/TGQ3xd

10 New Findings on What Americans Think About Wealth

Americans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.

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Boosting Client Service, With a Little Help From Private Equity dlvr.it/TGQ0dd

Boosting Client Service, With a Little Help From Private Equity

A free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.

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Medicare Advantage Agents Should Tell Consumers About Medigap: CMS dlvr.it/TGQ0BT

Medicare Advantage Agents Should Tell Consumers About Medigap: CMS

Officials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.

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How an Advisor Gets Clients Under 50 to Save for Retirement dlvr.it/TGPwtj

How an Advisor Gets Clients Under 50 to Save for Retirement

One key is to frame retirement as a "work-optional lifestyle," Chelsea Ransom-Cooper says.

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Startup seeks to fill insurance coverage gaps dlvr.it/TGPwXH

Startup seeks to fill insurance coverage gaps

Interest in parametric models is on the rise after another year of costly weather disasters.

propertycasualty360.com
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Across Party Lines, Protecting Social Security Is Top Priority: Survey dlvr.it/TFyDMw

Across Party Lines, Protecting Social Security Is Top Priority: Survey

The NIRS poll also finds that debt levels are preventing Americans from saving for retirement.

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iCapital to Acquire AI-Based AltExchange dlvr.it/TFyCSC

iCapital to Acquire AI-Based AltExchange

The deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.

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Meet the Changemakers: A Guide to the Luminaries Redefining Leadership in Financial Services dlvr.it/TFqYcd
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Ameriprise: Departing Advisors Took 4,500 Clients' Data to LPL dlvr.it/TFqDlc

Ameriprise: Departing Advisors Took 4,500 Clients' Data to LPL

An LPL tool allowed recruits to upload client data beyond the Broker Protocol, Ameriprise says.

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Musk Wants $2T Cut From the Budget. It'd Be Difficult dlvr.it/TFqDD1

Musk Wants $2T Cut From the Budget. It'd Be Difficult

It would likely entail significant cuts to popular programs such as Social Security, Medicare, Medicaid and veterans' benefits.

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10 Social Prospecting Mistakes to Avoid dlvr.it/TFqBd3

10 Social Prospecting Mistakes to Avoid

It's important to resist trying too hard and sending the wrong message.

thinkadvisor.com
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Robinhood Is Latest Firm to Be Sued Over Cash Sweep Program dlvr.it/TFq7Wt

Robinhood Is Latest Firm to Be Sued Over Cash Sweep Program

The 0.01% interest rate for customers who don't pay a fee is a Reg BI violation, the suit claims.

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Lovell Minnick Takes Stakes in Two Firms dlvr.it/TFq6bY
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CFP Board's Enforcement Powers Create Major Risks: SIFMA dlvr.it/TFq5rx
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