@InvestAdvMag

Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.

 New York
ThinkAdvisor.com/Investment-Advisor
Joined February 2010
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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor5 Nov 2025
Wall Street Moves to Support Mamdani After NYC Mayoral Election Win dlvr.it/TP5KLQ

Wall Street Moves to Support Mamdani After NYC Mayoral Election Win

"In some respects he’s the left-wing version of Donald Trump," said former BlackRock executive Mark Kronfeld.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor1 Oct 2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite dlvr.it/TNPtgN

Home

Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence.

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ThinkAdvisor@ThinkAdvisor1 Oct 2025
Life Broker Backed by Robert Downey Jr. Moves Toward IPO dlvr.it/TNQ0kF

Life Broker Backed by Robert Downey Jr. Moves Toward IPO

Ethos Technologies' filings value its life commission stream at about $400 per policy sold.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor11 Sep 2025
Jeffrey Gundlach: 12 Predictions for Bonds, Stocks, Economy dlvr.it/TN1fsp

Jeffrey Gundlach: 12 Predictions for Stocks, Bonds, Economy

The DoubleLine CEO discussed how investors can position themselves for shifting trends, now and in the longer term.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor21 Jul 2025
10 Worst States for Retirement Income Shortfalls dlvr.it/TM2RdW

10 Worst States for Retirement Income Shortfalls

Pre-retirees in these states could likely use some professional help making the numbers add up.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor18 Jul 2025
Social Security Fast-Tracked Fairness Act Payments. But at What Cost? dlvr.it/TM0BNV

Social Security Fast-Tracked Fairness Act Payments. But at What Cost?

A recent announcement by the SSA that it had boosted its service efficiency is drawing skepticism.

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Investment Advisor retweeted
Matt Sonnen@mattsonnen_pfi31 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/…

5 Growth Strategies for Independent RIAs

From hiring to marketing to tech, any growth strategy must prioritize client needs.

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MichaelKitces
@MichaelKitces23 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

Number of CFPs in U.S. Tops 103,000

For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor22 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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BREAKING: Biden Signs #SocialSecurity Fairness Act. thinkadvisor.com/2025/01/05/…

Biden Signs Social Security Fairness Act

The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor3 Jan 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older Residents dlvr.it/TH8c6K

New York State Bill Could Double Annuity Income Tax Exemption for Older Residents

The proposed increase would apply to taxpayers 59 1⁄2 and older.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor3 Jan 2025
These 9 States Cut Income Tax Rates for 2025 dlvr.it/TH8VNl

These 9 States Cut Income Tax Rates for 2025

The lower rates became effective Jan. 1, according to the Tax Foundation.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor2 Jan 2025
How $10K Fared in 2024 Across a Range of Standout Investments dlvr.it/TH7ZDV
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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor2 Jan 2025
Bob Doll's 10 Predictions for 2025 dlvr.it/TH7cWl

Bob Doll's 10 Predictions for 2025

After an impressive run in 2023 and 2024, can markets keep the party going?

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor2 Jan 2025
10 Places for a Cheap, Comfortable Retirement Abroad dlvr.it/TH7ZPC

10 Places for a Cheap, Comfortable Retirement Abroad

Retirees can live well in many of these regions for less than $2,000 a month, International Living reports.

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Investment Advisor retweeted
MichaelKitces
@MichaelKitces26 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

Weekend Reading For Financial Planners (October 26-27) 2024

This weekend reading kicks off with a recent study finding that many advisors appear to be overestimating the comprehensiveness of the services they provide.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor2 Oct 2024
What to Learn From LPL's Firing of Dan Arnold: Recruiter dlvr.it/TDx1dP

What to Learn From LPL's Firing of Dan Arnold: Recruiter

All eyes are on the broker-dealer to see how it navigates this uncertainty.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor26 Aug 2024
Customers Report Thinkorswim Outage at Market Open dlvr.it/TCP4TV

Customers Report Thinkorswim Outage at Market Open

Users of the Schwab-owned trading site complained about trouble with the app.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor19 Aug 2024
Social Security Claiming: The Case of a Couple's Many Choices dlvr.it/TC6qph

Social Security Claiming: The Case of a Couple's Many Choices

It's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.

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Investment Advisor retweeted
ThinkAdvisor@ThinkAdvisor30 Jul 2024
7 IRS Retirement Cash Access Draft Facts, for Annuity Advisors dlvr.it/TBGzKW

What the New Emergency Retirement-Distribution Draft Guidance Means for Annuities

The latest IRS draft guidelines includes two new ways for clients to tap their nest eggs under the Secure 2.0 Act.

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