ThinkAdvisor
@ThinkAdvisor
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Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
New York, NY
Joined April 2009
Ready. Set. SHOP! Save 20% on the essential resources you need to make informed decisions, advise clients, and stay ahead of the competition. Use code JINGLE at checkout. Offer good through 12/31/25. *Exclusions apply. https://t.co/zeHFmVJ9hu
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With Biden-Era Fiduciary Rule Dropped, What Comes Next?
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Labor said it intends to issue a revised standard around May, leaving many advisors unclear about compliance obligations.
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Bill to Increase Social Security Death Benefit Is Back
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The Social Security Survivor Benefits Equity Act covers costs associated with cremation or burials.
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Why It Pays to Run Your Practice With a Human-First Approach
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Your job isn’t to process information; it’s to be the human interpreter of your client’s uncertain world.
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5 Reasons $38T of Clients’ Life, Pension and Annuity Cash Could Just Rot
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A consumer advocate warned regulators about an insidious threat to consumers' well-being.
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Ed Slott: Year-End Tax Planning Dos and Don'ts
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Take advantage of historically low tax rates to reduce your clients' IRA balances, the CPA and retirement expert says.
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Ed Slott: Year-End Tax Planning Dos and Don'ts Under Big Beautiful Bill
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Take advantage of historically low tax rates to reduce your clients' IRA balances, the IRA and tax expert says.
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Fed Cuts Rates With 3 Dissents, Projects One Cut in 2026
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The dissents and the rate projections highlight emerging divisions among policymakers.
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Wall Street’s AI Adoption Is Set to Drive Hiring Boom, For Now
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The robots aren’t coming for your job, yet, according to a Bloomberg Intelligence survey.
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12 Cities Where Property Taxes Hit Hardest
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Residents pay between 5.5% and 9.8% of their income in these cities, SmartAsset reports.
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How Concerned Should Advisors Be About Social Security Cuts? Very.
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It's not too early to discuss what a depleted trust fund in 2033 would mean for clients.
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Ready. Set. SHOP! Save 20% on the essential resources you need to make informed decisions, advise clients, and stay ahead of the competition. Use code JINGLE at checkout. Offer good through 12/31/25. *Exclusions apply. https://t.co/zeHFmVJ9hu
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FINRA Warns Against Careless 'Mid-Segment' RILA Withdrawals
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Advisors who recommend taking cash out early must think about the current value, according to a new oversight report.
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Brokers at the Movies: 10 Hollywood Takes on Wall Street
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Movies depicting financial professionals typically don’t focus on thoughtful advisors looking out for clients’ best interests.
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Jamie Hopkins on Raising Revenue and Writing Retirement Books
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Two years on from his Carson Group departure, the wealth expert says he's flourishing personally and professionally.
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Want to Grow? Keep Doing the Right Things, Over and Over
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Merit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
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FINRA Gives SEC More Time on Gift Limit Boost
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FINRA has proposed to increase the value limit on gifts by a registered person to $300.
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Most Retirees Have Put Off Their 2025 RMDs: Fidelity
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Fidelity says 53% of clients who need to take distributions this year hadn't done so as of Nov. 30.
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World’s Rich Own Triple the Wealth of Poorest Half: Study
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A little under 60,000 multimillionaires, the world's top 0.001%, have an average of about $1.2 billion.
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JPMorgan Seeks to Turn Muni Funds With $840M Into ETFs
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Both funds focus on investing in investment-grade muni bonds from California and New York, respectively.
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