Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Real Value of an Advisor, by the Numbers
By Dinah Wisenberg BrinRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
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.