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ThinkAdvisor @ThinkAdvisor

Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.

Joined April 2009
  • Tweets 49,044
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  • Followers 43,907
Photos and videos
Robinhood Clients Face Issues in Early Moments of SpaceX Trading dlvr.it/TT1NS9
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Regulators Start Talks About Life and Annuity Wholesaler-Pay Disclosure Rules dlvr.it/TT1NJQ
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Sponsored by eMoney Engaging Next-Gen Investors: Millennial & Gen Z Strategies Millennials & Gen Z expect more. Learn how to adapt your advisory practice with digital-first strategies to win their trust and loyalty. ow.ly/8Svp50Z8ZQF
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SpaceX IPO Raises $75B in Biggest Debut of All Time dlvr.it/TT0SyB
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12 States Where Advisor Income Grew the Most in 2025 dlvr.it/TT0SrK
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Annuity Issuers' World Still Looks Great to Top Grader dlvr.it/TSzVjV
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Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income Program dlvr.it/TSzVbs
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Janney Names Inaugural Chief Strategic Initiatives Officer dlvr.it/TSyXf0
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SEC Warns Advisors on Conflicts in Cash Management, Fees dlvr.it/TSyXYv
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Third of Gen Xers, Half of Millennials Rely on Parents Financially: Study dlvr.it/TSxZK8
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Peter Mallouk: Advisors, Clients May Be Too Relaxed About Market Risk dlvr.it/TSxZF0
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1 in 5 Married Couples Leave Free 401(k) Money on the Table: Study dlvr.it/TSvNdB
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Barred Oregon Advisor Pleads Guilty to $1.6M Investment Fraud dlvr.it/TSvNXh
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Continental General Acquires More Lindberg Company Policies dlvr.it/TStRBQ
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4 Strategies to Avoid Late-Payment Penalties After Filing an Extension dlvr.it/TStR6Y
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Will Your Client Get That Tax Break? This Number Is the Key dlvr.it/TSsSg9
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Two Democrats Lead in California Insurance Commissioner Primary dlvr.it/TSsSXR
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5 Insurers That Sold the Most MYGAs in Q1 dlvr.it/TSrSLF
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Why Tax Planning Is a Must-Have for Business Clients dlvr.it/TSrSDN
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Jeremy Siegel: Market Shows 'Remarkable Resilience' dlvr.it/TSqSs6
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