Jun 10, 2026 View in Browser

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Career Advantage
 

News

How RIAs, Other Advisors Work With Clients on Retirement Planning: Survey

By Michael S. Fischer

Some 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.

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News

6 Firms to Merge, Forming New $4B RIA

By Rob Burgess

Five of the founding firms of Kintra are current or former Commonwealth affiliates.

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Slideshow

7 Tactful Phrases to Get Your Point Across

By Bryce Sanders

Saying the right thing can be the difference between alienating a prospect and landing a new client.

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News

Carson Group Hires New CCO

By Melanie Waddell

Kristin Streff will replace James Clements on April 28.

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Expert Opinion

5 Signs It's Time to Start Thinking About M&A

By Matt Regan

The advisors who navigate the process well don't wait until they're exhausted or forced into a decision.

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Poll

ThinkAdvisor Needs Your Input

By Janet Levaux

Please take our brief reader survey soon to be eligible for an Amazon gift card.

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Resources

Supply, Demand, and the U.S. Multifamily Housing Shortage

Sponsored by: Grubb Properties

The U.S. multifamily market is at a critical inflection point. As new supply dwindles and demand remains strong, discover the key trends shaping investment strategy and performance in 2026 and beyond.

LEARN MORE

WEBCAST DATE: June 16, 2026

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your practice to thrive in the era of the Great Wealth Transfer.

LEARN MORE

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