Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Client Relationships Help Safeguard Against Digital Threats
By Rob BurgessGetting to know investors' deeper goals and motivations, a Steward Partners webinar offers, can pay dividends.
November 09, 2026
Raymond James Adds $1.5B Team From PNC Private BankOperating within Alex. Brown, KKM Wealth Partners joins the financial services firm's employee advisor channel.
November 09, 2026
FPA Names President-Elect for 2027Jason Kley of Sequoia Financial Group in Minneapolis will serve a one-year term starting Jan. 1.
November 05, 2026
12 States With the Most Potential Assets per AdvisorOpportunities abound where residents have significant wealth, SmartAsset finds, and the number of potential competitors is relatively limited.
November 05, 2026
Bluespring Acquires $920M Ohio FirmWhitaker-Myers Wealth Managers will join Bluespring's River Valley platform, representing $2.4 billion in client assets.
November 05, 2026
LPL Advisor Wins House SeatWes Climer, the co-founder of a wealth management group, will represent South Carolina's 5th congressional district.
November 05, 2026
10 Cold-Weather Winter Holiday Destinations, 2026The focus in WalletHub's report is on each location's affordability, as well as the cost and convenience of traveling there.
November 04, 2026
PRO
Case Study: Helping a Widowed Client Balance Charity, Roth ConversionsEvery choice in the planning process affected the others, fee-only fiduciary Justin Hall recalls.