Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.
Joined February 2010
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602 Photos and videos
Investment Advisor retweeted
5 Nov 2025
Wall Street Moves to Support Mamdani After NYC Mayoral Election Win dlvr.it/TP5KLQ
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Investment Advisor retweeted
1 Oct 2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite dlvr.it/TNPtgN
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Investment Advisor retweeted
1 Oct 2025
Life Broker Backed by Robert Downey Jr. Moves Toward IPO dlvr.it/TNQ0kF
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Investment Advisor retweeted
11 Sep 2025
Jeffrey Gundlach: 12 Predictions for Bonds, Stocks, Economy dlvr.it/TN1fsp
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Investment Advisor retweeted
21 Jul 2025
10 Worst States for Retirement Income Shortfalls dlvr.it/TM2RdW
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Investment Advisor retweeted
18 Jul 2025
Social Security Fast-Tracked Fairness Act Payments. But at What Cost? dlvr.it/TM0BNV
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Investment Advisor retweeted
31 Jan 2025
"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 thinkadvisor.com/2024/10/25/…
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Investment Advisor retweeted
23 Jan 2025
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" kitc.es/4hbl5mv
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Investment Advisor retweeted
22 Jan 2025
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: ow.ly/zQxB50UKv0Y
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5 Jan 2025
BREAKING: Biden Signs #SocialSecurity Fairness Act. thinkadvisor.com/2025/01/05/…
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Investment Advisor retweeted
3 Jan 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older Residents dlvr.it/TH8c6K
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Investment Advisor retweeted
3 Jan 2025
These 9 States Cut Income Tax Rates for 2025 dlvr.it/TH8VNl
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Investment Advisor retweeted
2 Jan 2025
How $10K Fared in 2024 Across a Range of Standout Investments dlvr.it/TH7ZDV
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Investment Advisor retweeted
2 Jan 2025
10 Places for a Cheap, Comfortable Retirement Abroad dlvr.it/TH7ZPC
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Investment Advisor retweeted
26 Oct 2024
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: bit.ly/3YFEXHL
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Investment Advisor retweeted
2 Oct 2024
What to Learn From LPL's Firing of Dan Arnold: Recruiter dlvr.it/TDx1dP
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Investment Advisor retweeted
26 Aug 2024
Customers Report Thinkorswim Outage at Market Open dlvr.it/TCP4TV
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Investment Advisor retweeted
19 Aug 2024
Social Security Claiming: The Case of a Couple's Many Choices dlvr.it/TC6qph
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Investment Advisor retweeted
30 Jul 2024
7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors dlvr.it/TBGzKW
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