A Message From the Editor

Happy spring! We're pleased to highlight the career of Ark Invest founder and CEO Cathie Wood, as well as insights from Schwab Chief Investment Strategist Liz Ann Sonders and other female VIPs in the industry. Please reach out with your own news and views via jlevaux@alm.com.

– Janet Levaux, Editor of ThinkAdvisor

Analysis

5 Rules for Claiming Social Security Benefits as an Ex-Spouse

By Ginger Szala

Experts outline what advisors need to tell divorced clients about retirement benefits. Read More

News

Journey Strategic Wealth Expands, Opens San Francisco Office

By Jeff Berman

The Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model. Read More

News

Female Advisors' Stress Rose in 2020: Survey

By Ginger Szala

Female advisors have been more stressed than their male counterparts during the pandemic, according to FlexShares. Read More

Sponsored By ALM Partners

The Future Leader: 9 Skills and Mindsets to Succeed in the Next Decade

The majority of the world's top business leaders believe that while some core aspects of leadership will remain the same, leaders of the future will need a new arsenal of skills and mindsets to succeed. Read More

News

CFP Board Names Diversity & Inclusion Chief

By Melanie Waddell

The former NASCAR exec will work to advance D&I programs and grow the number of diverse CFP professionals. Read More

Commentary

How to Give Financial Advice Anytime, Anywhere

By Angie Herbers

You need to think differently and to know the biggest problems your clients face. Read More

Sponsored By ALM Partners

How To Double Your Productivity

There are plenty of productivity tricks out there, but this cheat sheet compiles the top time saving tips as well as the top time robbers.  Read More

What are SPACs? Just the facts

Sponsored by: John Hancock Investment Management

Many view SPACs as the new craze, but investors need to know what they’re getting into. Learn More

WEBCAST DATE: May 5, 2021

ROI of Advanced Digital Advertising: What Marketers Need to Know

Join this webcast to find out how B2B marketers in the legal, financial, insurance, and commercial real estate markets are getting 3x to 6x better engagement using advanced digital advertising strategies. Learn More