Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Hightower Adds 3 Practices With $5B to Signature Wealth Channel
By Michael S. FischerThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
July 01, 2026
How the Fastest-Growing Advisors OutperformThese advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 30, 2026
Vestmark Opens AI R&D Hub in BostonThe Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth management.
June 29, 2026
Asset-Map Launches Growth Partners PlatformThe new program connects advisors with support from vetted firms.
June 29, 2026
PRO
What Blanchett, Finke Predict for Social SecurityIn our first ThinkAdvisor PRO Live webcast, the two retirement researchers debate the future of the program and what advisors can do to help clients.
June 26, 2026
FINRA Bars Ex-Ameriprise Advisor Accused of Taking $3.5M From ClientSung Moo Cho, most recently a Citigroup rep, refused to cooperate with a FINRA probe.