APRIL 03, 2025

INVESTING STRATEGIES

What Financial Advisors Are Saying to Clients About 'Liberation Day'

The aggressive tariff plan President Donald Trump unveiled Wednesday has roiled global equities and bond markets. Here’s what some advisors are saying to clients.

RIA NEWS

Q&A: How John Thiel Aims to Put Advisors Back on Top

"The advisor keeps getting marginalized and resources taken away to give to shareholders. We felt like that was wrong."

WMTV ON LOCATION

Michael Finke Talks Maximizing Lifetime Income and Giving Your Clients a License to Spend

Sponsored by The American College of Financial Services

Finke, dives into how financial professionals need to understand retirement psychology as well as planning.

Watch Now >

RIA NEWS

Savvy Advisors Jumps to $1.5B AUM With 5 Additions

The RIA arm of Savvy Wealth has added $500 million with new advisors from Farther and Valeo.

INDUSTRY NEWS

Report: 40% of Clients Would Switch Advisors for Estate Planning Services

As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

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