Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
What Investors' Evolving Online Behavior Means for Advisor Growth
By Michael S. FischerWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.
July 24, 2026
Most Americans Aren't Getting the Financial Advice They Want: SurveyOnly 34% of respondents to a MassMutual survey have sought information from advisors or planners in the past year.
July 22, 2026
Schwab CEO Seeks Broad Conversion of DIYers to Advisory ClientsJust 5% of the firm's retail clients pay for advice, while 31% say they'd be willing to, he says.
July 21, 2026
Hybrid Remains the Most Popular Advisor Channel: AdvizorProAbout 31% of wirehouse advisors are women, versus 19% of independent RIAs, a new report finds.
July 16, 2026
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: SurveyOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.
July 16, 2026
10 Best MBA Programs for Finance: Princeton Review, 2026Researchers based their selection on such data as the percent of graduates entering the industry and their starting salary.