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Articles by Think Advisor
ThinkAdvisor Launches Premium Membership Designed to Empower the Financial Advisory Community
ThinkAdvisor PRO delivers the actionable intelligence, expert connections, and forward-looking analysis strategic financial advisors need to advise clients boldly, grow their practices, and stay one step ahead.
Why You Don’t Need to Be Everywhere Online to Grow
In today's competitive landscape, advisors face immense pressure to be active across social media platformsand digital channels. But spreading your marketing efforts too thin dilutes your message and ultimately fails to attract the right potential clients. It's time for a more strategic approach. True success comes from identifying and mastering high-quality channels where your ideal prospects are most active.
The Real Pros and Cons of Independence With Terry Parham
Podcast September 29, 2025 at 10:45 AM After achieving significant success within well-established organizations, with room for continued career growth, it can be difficult to strike out on a new path. Terry Parham did just that in 2021 — and he’s confident it was the best decision he’s ever made.
Raising the Bar With Sean Walters
The competitive landscape in the wealth management industry has evolved meaningfully in the post-pandemic period. One trend, backed by both anecdotal and survey research, is that referrals and in-person first impressions are growing less important for clients seeking new advisors. Instead, more people are searching for advisors online, and in that setting, the credentials behind the advisor's name start to matter even more.
Lessons in Leadership With Sarah Mouser
Podcast August 25, 2025 at 01:37 PM While some financial advisors enter the industry in a roundabout way, Sarah Mouser’s experience was different. After studying in the CFP program at Virginia Tech University, she headed straight into the wealth management world with Ameriprise.
Closing the Guru Gap with David McKnight
Podcast August 11, 2025 at 09:36 AM 00:00:00 We’re all familiar with financial gurus like Dave Ramsey and Suze Orman. They’ve helped many Americans eliminate debt and take their first steps toward financial freedom. But according to David McKnight, the author and financial planning expert, that doesn’t mean that their paint-by-numbers approach to retirement income planning holds water.
Safe Money Matters with Brad Pistole
Podcast July 28, 2025 at 11:17 AM As the president of Trinity Insurance and Financial, Brad Pistole boasts the experience of structuring more than 2,000 annuities over the past 17 years. In the process of serving clients, he’s become an expert on all things income and bucket planning — helping clients set up different buckets of money to strategically outpace inflation while maintaining income security. But that’s not Brad’s only area of expertise.
Succession Planning Success with Debbie Taylor
Podcast July 14, 2025 at 10:55 AM Carson Group’s 2024 acquisition of Taylor Financial, which at the time managed $385 million in assets, might not have been its largest deal, but the specialized tax planning capabilities that the 10-person team brought to the national RIA firm is making a big difference for both advisors and clients. Now under the leadership of Burt White, Carson Group has named Debra Taylor, founder of Taylor Financial, as managing partner and chief tax strategist.
Understanding the Retirement Revolution
Podcast July 07, 2025 at 12:14 PM In their 13-year run publishing the annual J.P. Morgan Guide to Retirement, retirement strategists Michael Conrath and Sharon Carson have seen some big changes in how U.S. households are preparing for life after work. The investments people choose and the vehicles they use to grow and protect their savings have steadily evolved. So have retirees' longevity expectations and lifestyle preferences.
Nominations Now Open for the ThinkAdvisor 2025 Luminaries Awards
Distinctive awards program celebrates outstanding leadership, innovation and impact by individuals across the financial services sector, alongside exceptional achievements within firms New awards in 2025 spotlight standout C-level executives and pioneering use of artificial intelligence, infrastructure and planning tools , /PRNewswire/ -- ThinkAdvisor, the industry's leading digital resource for financial advisors and planners, today announces the call for nominations for its 2025 Luminaries...
Tackling Seniors' Cost-of-Living Crisis with Shannon Benton
Shannon Benton is the longest-serving employee of The Senior Citizens League (TCSL), having joined its staff in 1999 following a 12-year career as a medical corpsman in the Army. She currently serves as the group's executive director and is responsible for overall day-to-day operations of the non-partisan advocacy organization.
The Deeper Meaning of Wealth and Retirement with George Nichols III
Podcast October 22, 2024 at 09:27 AM George Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career.
Getting to the Truth About Longevity Risk with Jackson’s Glen Franklin
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast October 08, 2024 at 11:05 AM Share & Print Investors tend to greatly misjudge their longevity,...
The History and Philosophy of Retirement with Moshe Milevsky
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast September 24, 2024 at 11:12 AM Share & Print Dr. Moshe Milevsky is a finance professor at York...
ThinkAdvisor Announces Finalists for the 2024 Luminaries Awards
Program recognizes 242 organizations and individuals for exemplary leadership, groundbreaking innovation, and outstanding community impact across the financial services sector For the first time, awards also recognize M&A leaders at RIAs, along with next-gen rising stars at advisory firms and the organizations that support them Winners to be announced during awards event at the Fontainebleau Las Vegas December 11-12, 2024 , /PRNewswire/ -- ThinkAdvisor, the industry's foremost information...
The Future of Direct Indexing: Elevate Your Practice
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Webcast Share & Print Approval pending - 1 credit for CFP & IWI Editorial Webcast Sponsored by: The field...
Inflation, Interest Rates and More with Atlanta Fed President Raphael Bostic
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast September 10, 2024 at 10:04 AM Share & Print Suffice to say, Raphael Bostic’s day job is an...
Wealth Management Meets Retirement with Envestnet’s Sean Murray
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast August 20, 2024 at 01:22 PM Share & Print The rapidly evolving dynamic between employers,...
Real Social Security Talk with NARSSA Co-Founder Martha Shedden
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast August 06, 2024 at 09:17 AM Share & Print Come 2025, the Social Security system will be in its...
A Conversation with DGIM Law Partner Monique Hayes
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast July 23, 2024 at 09:24 AM Share & Print Monique Hayes, a partner for DGIM Law and an adjunct...
Financial Firms' Top Compliance Concern: Off-Channel Communications
Good morning! Here’s what’s up. Clips ✂️ Off-Channel Communications Now Advisors’ Top Compliance Concern Advisors’ No. 1 concern has shifted from complying with the Securities and Exchange Commission’s new Marketing Rule to off-channel communications surveillance, according to a just-released 2024 Investment Management Compliance Testing Survey, released by the Investment Adviser Association, ACA Group and Yuter Compliance Consulting.
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast July 09, 2024 at 09:14 AM Share & Print While the donor-advised fund is not a new vehicle for...
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast June 18, 2024 at 08:40 AM Share & Print Given that the effort to prepare for retirement is a...
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast June 11, 2024 at 09:32 AM Share & Print Retirement is commonly talked about as a money issue.
Fidelity Piles On Pressure in Looming Revenue Plan... ▷ Fidelity ▷ Shotoe
(Bloomberg) -- Fidelity Investments is flexing its muscles in efforts to extract payments from ETF firms in exchange for listing and maintaining their products on its massive platform, stoking industry ire. Most Read from Bloomberg The Boston-based investment powerhouse already won agreements with nine boutique firms after formally warning them in March that charges could be imposed directly on their ETF investors if discussions break down.
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast June 04, 2024 at 11:12 AM Share & Print It is an unfortunate truth that the U.S. investing public...
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast June 04, 2024 at 10:21 AM Share & Print Come 2025, the Social Security system will be in its 90th...
A Conversation with The Sandidge Group Principal, James Sandidge
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast May 14, 2024 at 09:44 AM Share & Print Financial advisors with any significant experience serving...
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast May 13, 2024 at 10:21 AM Share & Print Come 2025, the Social Security system will be in its 90th...
Nominations Now Open for ThinkAdvisor's 2024 Luminaries Awards
Distinctive awards program celebrates exceptional achievements within firms, alongside outstanding leadership, innovation, and impact by individuals across the financial services sector Awards categories are expanded in 2024 to include more financial service providers, support services, and technology industry segments For the first time, awards will also recognize next-gen rising stars at advisory firms -- and at the organizations that support them , /PRNewswire/ -- ThinkAdvisor, the...
Nominations Now Open for ThinkAdvisor's 2024 Luminaries Awards
Distinctive awards program celebrates exceptional achievements within firms, alongside outstanding leadership, innovation, and impact by individuals across the financial services sector Awards categories are expanded in 2024 to include more financial service providers, support services, and technology industry segments For the first time, awards will also recognize next-gen rising stars at advisory firms -- and at the organizations that support them , /PRNewswire/ -- ThinkAdvisor, the...
A Conversation with Endeavor Retirement Founder Bonnie Treichel
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast May 06, 2024 at 10:31 AM Share & Print The world of retirement is always evolving, especially when...
A Conversation with IncomeConductor CEO Sheryl O'Connor
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast April 30, 2024 at 09:46 AM Share & Print In today’s fast-evolving economic environment, advising...
A Conversation with HealthView Services CEO Ron Mastrogiovanni Sr.
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast April 29, 2024 at 09:31 AM Share & Print Millions of older American workers and retirees are...
Shared Accounts With CU Times: Questioning the Merger Approval Process
Michael Ogden Editor-in-Chief at CU Times. To connect, email at [email protected]. As Editor-in-Chief of CU Times since 2016, Michael Ogden has led the editorial team in all aspects of content strategy and execution, including the creation of the publication’s exclusive and proprietary research database of the credit union industry’s economic landscape.
Transforming Finance Together: How Credit Union-Fintech Collaborations Drive Innovation
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
A Conversation with IncomePath Co-Founder Tamiko Toland
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast April 24, 2024 at 03:28 PM Share & Print Financial advisors with any substantial experience...
A Conversation with Ferri Investment Solutions CEO Rick Ferri
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Podcast April 16, 2024 at 10:22 AM Share & Print Let’s face it: Most late-career retirement savers have...
Portfolio Masterclass, Part 3 of 3: Improve Portfolio Construction and Consulting Work
Webcast Share & Print Date: Tuesday, April 16, 2024 Editorial Webcast Sponsored by: After strong results in equities in 2023, clients are wondering how high stocks can go, market analysts are divided on their estimates, and high expectations for a cut in interest rates have yet to be realized. All this plays into your level of success with client portfolios.
Are Clients Who Need Life Settlements Passing You By?
What You Need to Know Marketing to people with policies to sell is intense. The ads create awareness of the opportunity to sell. You may be able to help clients make better use of that opportunity. Commercials and ads for life settlements directly aimed at policy owners, at your clients, are becoming increasingly more common.
Bitcoin ETFs ‘Deemed a Success’ By Key Measures Original
One month after their historic launch, ETF insiders and crypto proponents alike say Bitcoin spot funds are proving an unequivocal success on key trading measures. Some 21 trading days in, the funds have raked in about $2.8 billion in total net inflows, data compiled by Bloomberg Intelligence show. That takes into account the $6.4 billion investors yanked from the Grayscale Bitcoin Trust (ticker GBTC) after it was converted from a trust into an exchange-traded fund.
Wealth Management Masterclass, Part 2 of 3: Key Steps & Latest Trends in Legacy Planning
Webcast Share & Print Date: Wednesday, March 13, 2024 Editorial Webcast Sponsored by: Dive into the opportunities and challenges in legacy planning today in this Materclass. Expert panelists will review what’s new with popular tools and strategies, as well as review targeted approaches.
Portfolio Construction Masterclass, Part 2 of 3: Balance Risk and Rewards in 2024
Webcast Share & Print Date: Tuesday, March 5, 2024 Editorial Webcast Sponsored by: This year’s equity markets have stayed on a path of continued growth so far, but will higher stock valuations put investors at risk? Many asset classes are also showing signs of volatility, tied to stubborn interest-rate expectations, ongoing inflation concerns, the upcoming presidential election and more.
Dimon’s Heir at JPMorgan Still Hazy as More Years Tick By
Rising Together Piepszak and Lake both joined JPMorgan’s corporate and investment bank early in their careers. Lake arrived more than two decades ago, starting in the UK, and rose through finance positions in the corporate and investment bank to become controller in 2007. That position ordinarily wouldn’t offer much exposure to the unit’s top brass, but when the financial crisis erupted she impressed then-co-heads Steve Black and Bill Winters as they raced to integrate Bear Stearns.
Dimon’s Heir at JPMorgan Still Hazy as ‘Five More Years’ Tick By
What You Need to Know A management shuffle in mid-2021 put two talented deputies — Jennifer Piepszak and Marianne Lake — into the spotlight as the board prepared to grant Dimon a bonus if he remains chief executive officer another half-decade. One big question now is which person the bank might choose from the next generation for an orderly transition and a long tenure.
Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
Retirees and their advisors face many complex issues today but also have new approaches and solutions at their fingertips, says Jamie Hopkins, senior vice president and director of Private Wealth Management at Bryn Mawr Trust.
Ask the Retirement Expert About RMDs & Taxes: Ed Slott
Advisors face a myriad of evolving retirement-related rules and regulations this year — from the Department of Labor’s proposed new fiduciary rule to required minimum distribution challenges and the Internal Revenue Service’s anticipated Secure Act-related guidance.
Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
Podcast November 20, 2023 at 09:34 AM Share & Print Retirees commonly experience both increases and decreases in spending during their retirement years, and their spending across different categories also varies significantly over time — as do portfolio returns and inflation conditions. Despite this complex reality, some financial planners continue to favor static spending strategies that may not adequately address their clients’ evolving needs.
Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
Podcast November 13, 2023 at 09:24 AM Share & Print Retirement involves both opportunities and risks, and it’s the job of financial advisors to help their clients navigate these two dynamics. To prepare clients for retirement, advisors have lots of tools at their disposal, but they also have to meet high expectations and cope with rapidly changing conditions.
Ask the Retirement Expert About Social Security: Marcia Mantell
Podcast October 31, 2023 at 09:26 AM Share & Print When to claim their Social Security benefits is the single most important financial decision most Americans will make in their lifetime, financial planning experts say. Optimizing the claiming decision can result in tens or even hundreds of thousands of dollars in additional lifetime wealth aggregation, says Social Security expert Marcia Mantell, founder and president of Mantell Retirement Consulting Inc. and a ThinkAdvisor contributor.
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