Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Introducing ThinkAdvisor PRO: A New Resource for Advisors Whose Clients Expect More
By Janet LevauxThis exclusive digital experience gives influential advisors critical tools, insights and resources to meet clients' increasingly complex demands.
June 05, 2026
SpaceX IPO Brings 'Prime Time' for Financial Advisors Ahead of Wealth SurgeMany of the firm's thousands of employees will finally be able to sell shares into the public market.
June 04, 2026
4 Strategies to Avoid Late-Payment Penalties After Filing an ExtensionPlans to address potential liability can be part of a holistic tax management strategy for clients and their advisors.
June 04, 2026
Most Clients Who Fire Their Advisor Don't Get a New One: StudyProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
June 04, 2026
Here's How Much Financial Planners Earned in 2025An annual compensation study shows that CFPs are earning more and are happy in their jobs.
June 04, 2026
FP Alpha Launches Tax Snapshot 3.0The latest edition seeks to deliver tax return summaries and identify issues for human review.
June 02, 2026
Mariner Reports Data Breach Affecting Nearly 9,000A criminal third party downloaded private data, the wealth advisory firm told clients.
May 29, 2026
Schwab Seeks to Reassure RIAs as Wealth Advisory Unit Grows"We will continue to be transparent with our advisors," says Jonathan Beatty, who heads Schwab Advisor Services.