Investment Advisor
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Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.
New York
Joined February 2010
RT @ThinkAdvisor: Social Security Fast-Tracked Fairness Act Payments. But at What Cost?
thinkadvisor.com
A recent announcement by the SSA that it had boosted its service efficiency is drawing skepticism.
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RT @mattsonnen_pfi: "By embracing these strategies, independent advisors can grow their practices while providing exceptional value to clie….
thinkadvisor.com
From hiring to marketing to tech, any growth strategy must prioritize client needs.
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RT @MichaelKitces: The gender disparity of financial advisors moves very slowly. Women have constituted 23% of CFP professionals for decade….
thinkadvisor.com
For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
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RT @ThinkAdvisor: Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly chang….
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BREAKING: Biden Signs #SocialSecurity Fairness Act.
thinkadvisor.com
The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
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RT @ThinkAdvisor: New York State Bill Could Double Annuity Income Tax Exemption for Older Residents
thinkadvisor.com
The proposed increase would apply to taxpayers 59 1⁄2 and older.
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RT @ThinkAdvisor: These 9 States Cut Income Tax Rates for 2025
thinkadvisor.com
The lower rates became effective Jan. 1, according to the Tax Foundation.
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RT @ThinkAdvisor: How $10K Fared in 2024 Across a Range of Standout Investments
thinkadvisor.com
The U.S. saw a surge of 67% in an index tracking the Magnificent Seven megacap tech firms.
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RT @ThinkAdvisor: Bob Doll's 10 Predictions for 2025
thinkadvisor.com
After an impressive run in 2023 and 2024, can markets keep the party going?
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RT @ThinkAdvisor: 10 Places for a Cheap, Comfortable Retirement Abroad
thinkadvisor.com
Retirees can live well in many of these regions for less than $2,000 a month, International Living reports.
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RT @MichaelKitces: The @CFPBoard has introduced a refreshed ad campaign encouraging students to pursue a career in financial planning after….
kitces.com
This weekend reading kicks off with a recent study finding that many advisors appear to be overestimating the comprehensiveness of the services they provide.
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RT @ThinkAdvisor: What to Learn From LPL's Firing of Dan Arnold: Recruiter
thinkadvisor.com
All eyes are on the broker-dealer to see how it navigates this uncertainty.
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RT @ThinkAdvisor: Customers Report Thinkorswim Outage at Market Open
thinkadvisor.com
Users of the Schwab-owned trading site complained about trouble with the app.
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RT @ThinkAdvisor: Social Security Claiming: The Case of a Couple's Many Choices
thinkadvisor.com
It's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
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RT @ThinkAdvisor: 7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors
thinkadvisor.com
The latest IRS draft guidelines includes two new ways for clients to tap their nest eggs under the Secure 2.0 Act.
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RT @ThinkAdvisor: What to Know Now About IRS' Final RMD Regs: Jeff Levine
thinkadvisor.com
Advisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
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RT @RetirementRisks: Thanks for hosting a great event . Appreciated being a judge again this year for so many great submissions and being r….
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RT @Think_JanetL: BIG night for @ThinkAdvisor… Our #TALuminaries Awards program starts at 6pm tonight in NYC’s Gotham Hall! .
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RT @Think_JanetL: 🚨How will the final @TDAmeritrade integration onto the @CharlesSchwab platform go this weekend? Smooth or bumpy? .Let @Th….
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