Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
College for Financial Planning Launches Generational Wealth Transfer Designation
By Melanie WaddellTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 17, 2026
Firms Seeking Young Advisors Should Support Career Advancement: SurveyEmerging professionals have significant interest in leadership opportunities, according to FP Transitions and the FinServ Foundation.
June 17, 2026
Advisors Wary of SEC's Plan to Allow Semiannual Corporate Earnings ReportsQuarterly reporting helps inform clients, but it also encourages public companies to focus on the short term.
June 16, 2026
FINRA Fines Advisor Over Undisclosed Tax Consultancy Referral FeesShuai Wang failed to timely and accurately inform Cambridge Investment Research about the fees, an order states.
June 16, 2026
12 States Where Advisor Income Decreased the Most in 2025Of the 40 states with available data, SmartAsset reports, 12 states saw median advisor income decline year over year.
June 11, 2026
12 States Where Advisor Income Grew the Most in 2025Of the 40 states with available data, SmartAsset reports, all but 11 saw advisors' median income increase.