Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Forget SEO: Here's How Advisors Can Market Now
By Jane Wollman RusoffSamantha Russell tells ThinkAdvisor the keys to getting recommended in AI chats — where advisor searches are surging.
March 09, 2026
Morningstar Launches AI Assistant for Advisor PlatformThe technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.
March 06, 2026
OpenAI Releases New Financial-Services Tools, Rivaling AnthropicThe model, GPT-5.4, is more capable of taking on tasks like generating spreadsheets, documents and presentations.
March 05, 2026
Wealth Enhancement Acquires Team With Over $1.2B in Client AssetsThe deal with TFB Advisors marks the firm's expansion into Kansas.
March 05, 2026
Barred Advisor Charged With $3.3M Fraud Against LPL, Fidelity and TD AmeritradeA federal grand jury returned an 11-count indictment against Andrew Komarow.
March 04, 2026
Yes, Bank Advisors Can Be Entrepreneurs TooWith ownership over advice, those who go independent often rediscover the most energized version of their professional identity.
March 04, 2026
Ex-Morgan Stanley Advisor Convicted of Defrauding 3 NBA PlayersDarryl Cohen cheated the pro athletes out of more than $5 million, according to prosecutors.
March 03, 2026
Addepar Deploys New AI in PlatformThe firm says Addison amplifies its core capabilities and offers key insights around financial services.