Investment Advisor

Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.

[ThinkAdvisor @ThinkAdvisor]

Wall Street Moves to Support Mamdani After NYC Mayoral Election Win https://t.co/TC2JtDZh5Y

[ThinkAdvisor @ThinkAdvisor]

Osaic Secures 'Exclusive License' for https://t.co/Js3a1v8aMu's Family Office Suite https://t.co/xdfOsmyy5a

[ThinkAdvisor @ThinkAdvisor]

Life Broker Backed by Robert Downey Jr. Moves Toward IPO https://t.co/9IBKjQo2og

[ThinkAdvisor @ThinkAdvisor]

Jeffrey Gundlach: 12 Predictions for Bonds, Stocks, Economy https://t.co/Jq2kZ6XKVu

[ThinkAdvisor @ThinkAdvisor]

10 Worst States for Retirement Income Shortfalls https://t.co/yh7YkEUspQ

[ThinkAdvisor @ThinkAdvisor]

Social Security Fast-Tracked Fairness Act Payments. But at What Cost? https://t.co/NYkNVx1D5j

[Matt Sonnen @mattsonnen_pfi]

"By embracing these strategies, independent advisors can grow their practices while providing exceptional value to clients, which remains at the center of the wealth management universe," @ThinkAdvisor https://t.co/mONN4qQaHk

[MichaelKitces @MichaelKitces]

The gender disparity of financial advisors moves very slowly. Women have constituted 23% of CFP professionals for decades. Incoming 2024 class was at 26%. But the industry still has to create an environment to retain them...

"Number of CFPs Tops 103,000" https://t.co/J93vkUbDPF

[ThinkAdvisor @ThinkAdvisor]

Join our Feb. 6 webcast: How to present your brand’s unique value proposition in the highly competitive and rapidly changing field of wealth management. Register today: https://t.co/9npkPROlyb

[Investment Advisor @InvestAdvMag]

BREAKING: Biden Signs #SocialSecurity Fairness Act. https://t.co/R8wAPQe7TC

[ThinkAdvisor @ThinkAdvisor]

New York State Bill Could Double Annuity Income Tax Exemption for Older Residents https://t.co/Bfit4WZyvr

[ThinkAdvisor @ThinkAdvisor]

These 9 States Cut Income Tax Rates for 2025 https://t.co/P10rBTOh2F

[ThinkAdvisor @ThinkAdvisor]

How $10K Fared in 2024 Across a Range of Standout Investments https://t.co/oGgGSaLmS8

[ThinkAdvisor @ThinkAdvisor]

Bob Doll's 10 Predictions for 2025 https://t.co/BaJZgEEQeq

[ThinkAdvisor @ThinkAdvisor]

10 Places for a Cheap, Comfortable Retirement Abroad https://t.co/Ton1aOjHNS

[MichaelKitces @MichaelKitces]

The @CFPBoard has introduced a refreshed ad campaign encouraging students to pursue a career in financial planning after some of its initial ads received pushback from the advisor community, and other industry news this week: https://t.co/t03pLGsp4T

[ThinkAdvisor @ThinkAdvisor]

What to Learn From LPL's Firing of Dan Arnold: Recruiter https://t.co/irFk0Min2z

[ThinkAdvisor @ThinkAdvisor]

Customers Report Thinkorswim Outage at Market Open https://t.co/5sswV5Gmzs

[ThinkAdvisor @ThinkAdvisor]

Social Security Claiming: The Case of a Couple's Many Choices https://t.co/wEF2bmjrcL

[ThinkAdvisor @ThinkAdvisor]

7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors https://t.co/RyKo4p09He