Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Financial Services Needs to Raise Bar on Convenience: Schwab CEO
By Dinah Wisenberg BrinRick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 03, 2025
Show Clients the Benefits of Consolidating Their AssetsBefore clients reduce the number of advisors they work with, they need to see what's in it for them.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 28, 2025
You Don’t Need a Podcast — You Need a PlanThe advisors winning today aren’t doing more. They’re doing what matters most, with clarity and consistency.
October 28, 2025
To Close the Talent Gap, Let Advisors BuildWhen next-gen financial professionals are only handed books, it can unintentionally limit their long-term growth.
October 27, 2025
Generational Divide Is Reshaping Advice Delivery: StudyThe industry needs to enhance the digital experience to better engage next-gen investors, SIFMA and KPMG research finds.
October 27, 2025
Schwab Impact 2025 to Explore AI's Role for Advisors, IndustryWealth management executives are scheduled to lead sessions on how advisors are using the technology.