Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles Say
By Michael S. FischerA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.
July 09, 2026
AI-Created Portfolios Do Worse When Investors Tweak Them: ResearchGreater human input was linked to higher risk without associated returns, an academic team finds.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
July 01, 2026
How the Fastest-Growing Advisors OutperformThese advisors enjoy a 32% compound annual growth rate, PriceMetrix finds, with the bottom performers averaging 8% annually.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.