The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an
@ALMGlobal_
publication.
ICYMI: Wall Street Millennials Are Losing Their Mojo—Is Pot to Blame? Psychotherapist
@JonathanAlpert
tells
@ThinkAdvisor
that many young financial pros aren't coping well w/ stress & market volatility.
#career
#NextGen
“Marshawn Lynch’s financial advice is delivered better than anything I’ve ever said in 12 years of blogging lol,” said Ritholtz Wealth CEO Josh Brown on Twitter. |
@ReformedBroker
@MoneyLynch
One of the most visible young African American influencers in financial services Tyrone Ross Jr. predicts that in 10 to 15 years this business will be “the most beloved industry in the world.” |
@TR401
In our interview
@Chelsea_Fagan
, founder & CEO of
@TFDiet
, describes how she turns to financial experts to provide actionable advice about how women can better handle their finances.
After 14 years with
@LPL
Financial and 32 years in the business,
@AndyKalbaugh
— head of National Sales and Consulting — is set to retire in late March. He discusses what he's enjoyed about his career, what lies ahead and more.
In our interview
@Rick_Ferri
, founder and CEO of Ferri Investment Solutions, argued that advisors should not be entitled to a percentage of gains made in a client’s portfolio, just as a CPA isn’t entitled to part of a client’s tax refund.
.
@Grayscale
Investments started giving
@icapitalnetwork
’s more than 6,700 network advisors serving high-net-worth clients access to digital currencies through a Grayscale diversified market-cap weighted investment strategy as part of a partnership.
BREAKING: M&T Bank of Buffalo, New York, is set to move its $20B wealth business onto
@LPL
Financial’s platform by mid-2021, the two firms said early Wed.
Josh Brown’s 3 Social Media Tips for Advisors—At the T3 conference, the Reformed Broker humorously divulged how he and his partners at
@RitholtzWealth
have become social media stars
@ReformedBroker
Here Are Some of the Most Epic Mistakes by Famous Investors: From Twain to Buffett, no investor is immune from major blunders,
@RitholtzWealth
research director Michael Batnick tells ThinkAdvisor
#investing
“There’s value to working with stigmatized groups and in markets that aren’t overly saturated,” argues Lindsey Swanson, founder of Stripper Financial Planning, whose clientele is exclusively sex workers, in an interview with ThinkAdvisor. |
@striprfinplan
Jeffrey Levine of
@BuckinghamSW
says he feels like the end of Willy Wonka: "Don't forget what happened to the man who suddenly got everything he always wanted -- he lived happily ever after."
#TALUMINARIES
Author & popular speaker Rita McGrath tells ThinkAdvisor how to spot the subtle trends that will reshape investments & industries in the future. |
@rgmcgrath
TD Ameritrade Rolls Out ‘Amazon-Like’ Portfolio Shopping Center—RIAs can pick investment models with products from State Street and others, which they can mix and match
@TDAmeritrade
@TDA4advisors
In a recent tweet, Jeffrey Levine of Buckingham Strategic Wealth, asked the question: If you were in charge, what would you do to “fix” Social Security? The response was fast and furious. Here are some of those person-on-the-street ideas: |
@CPAPlanner
A complex set of factors are influencing this year’s volatile markets, creating a need for financial advisors to offer more education for concerned clients, according to
@PeterMallouk
, Creative Planning president and CEO.
We are pleased to recognize Ana Limon (
@AnaT_Edits
) of
@CarsonGroupLLC
as a finalist for the
#TALUMINARIES
Class of 2022, in the Diversity, Equity & Inclusion category. View the slideshow to read about all of the finalists »
A ‘Vicious,’ Fed-Fueled Economic Crisis Is Coming, Ex-Goldman Banker Warns—Goldman managing director turned journalist Nomi Prins tells
@ThinkAdvisor
how removing central bank support could create a financial crisis worse than the 2008 collapse
@HachetteUS
For those skeptical about digital currencies, here are answers to 3 common questions about its suitability for client portfolios. —By
@Sonnenshein
of
@GrayscaleInvest
As part of Charles Schwab’s purchase of TD Ameritrade, which wrapped up Oct. 6, a large number of jobs are being eliminated, Schwab officials said Monday.
I first saw this chart by Ben of
@awealthofcs
back in 2012 or so and really liked it. You should check the 2017 version--but also read his interpretation of it.
We are thrilled to recognize
@DanHArnold
of
@LPL
Financial as a member of
@ThinkAdvisor
’s Class of 2021
#TALUMINARIES
awards program in the Executive Leadership category. Congratulations! Read the full list of winners »
Bitwise Asset Management, which has filed w/ the SEC for a Bitcoin ETF, reports that 95% of current spot bitcoin trading volume is fake.
#ThinkAdvisorTech
@BitwiseInvest
We are pleased to recognize
@Lawrence_Sprung
of
@MitlinFinancial
as a finalist for the
#TALUMINARIES
Class of 2022, in the Thought Leadership category. View the slideshow to read about all of the finalists »
.
@CarsonGroupLLC
is donating $500K to the AAAA Foundation to support initiatives at Historically Black Colleges and Universities (or HBCUs) and to help more African American students “forge successful careers” in the financial planning sector.
.
@PeterMallouk
, CEO of Creative Planning, says an increase in the capital gains tax, which President Joe Biden is considering, could “dramatically change” investment decisions and “drive a stake through the heart of model portfolios” many advisors use.
The 2021
#IA25
- VIPs Pushing Advisors Forward: Congrats to Michael Finke one of the industry’s most sought-after experts on financial planning and retirement income. Learn more » |
@FinkeonFinance
.
@Onrampinvest
Launches Crypto Platform for RIAs: “All were very impressed with our read only access that allows them to now see their clients held away assets and excited to see the trading process come to life.” —CEO Tyrone Ross Jr. | Learn more »
We are pleased to recognize
@suzsiracuse
of Suzanne Siracuse Consulting Services as a finalist for the
#TALUMINARIES
Class of 2022, in the Diversity, Equity & Inclusion category. View the slideshow to read about all of the finalists »
Actor Zack Ward Wants to Replace Sports Gambling With Investing—“A Christmas Story” and “Transformers” actor
@TotalZackWard
has a new audience: the SEC, whose approval he is seeking for an investing platform
#economy
#compliance
Morningstar’s director of personal finance
@christine_benz
shared her top tips for selling taxable assets in an efficient manner. See the slideshow to read her key insights.
How a 30-Year-Old CFP Runs a Booming Digital Firm—Rianka Dorsainvil tells ThinkAdvisor how she structures her fees to attract younger clients and one major thing firms can do to develop their young planners
@Rianka_D
The 2021
#IA25
- VIPs Pushing Advisors Forward: Congrats to Rachel Robasciotti founder of the socially conscious investment advisory firm
@adasina_
Social Capital. Learn more » |
@rrobasciotti
Since 2016, 125 individuals have filed grievances about Fisher Investments and its aggressive sales methods with the Federal Trade Commission, according to a recent Bloomberg report.
Independent broker-dealer
@LPL
Financial said it is cutting the transaction costs of some
#ETFs
on its RIA platforms to $4.95 from $9 later this year. $LPLA
Execs of
@LPL
Financial used the firm’s Focus conference in San Diego Mon. & Tues. to spotlight the various expanded technology initiatives including improvements to the ClientWorks platform they said could save advisors more than an hour a day.
#LPLFocus
Vanguard could overtake BlackRock as the No. 1 ETF provider by April,
@DaveNadig
, financial futurist at data and analytics firm VettaFi, tells ThinkAdvisor.
A debate between
@CathieDWood
, CEO & chief investment officer of Ark Investment Management & value investor Rob Arnott, partner & chair of
@RA_Insights
, at the Morningstar annual conference pit the future against the past with no clear winner. |
#MICUS
ICYMI: Nobel Memorial Prize-winning economist Bill Sharpe, 84, is still finding simple truths that can rock even a veteran’s understanding of retirement planning.
Cambridge Investment Research CEO and President Amy Webber shares what she learned from her recent meetings with with about 25 groups of advisors.
@CambridgeIBD
Here are several steps that
@CeteraFinancial
took at the start of the COVID-19 pandemic to help its advisors navigate the many challenges that arose, according to
@adamantoniades
, the firm’s CEO.