Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Amplify Taps Elite Advisor Group Co-Founder as CMO
By John ManganaroJack Martin has been appointed as the enterprise growth platform’s first chief marketing officer.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
September 30, 2025
'Credential Stacking' Offers Diminishing Returns for Retirement Planners: StudyEarning at least one certification brings big benefits to retirement income literacy, but adding more does not.
September 29, 2025
Meet the Luminaries Class of 2025 FinalistsNearly 265 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.
September 26, 2025
9 Reasons to Fire a Client: Advisors’ AdviceNot every advisor-client pairing is a good match.
September 25, 2025
Longtime Raymond James Exec Departs to Launch Advisor ConsultancyThe experience of surviving cancer helped solidify the decision to start a consulting firm, Steve Voss says.
September 24, 2025
JPMorgan Adds Millionaire Wealth Offering to Dozens of BranchesJ.P. Morgan Private Client bankers are now in 53 branches in New York, Connecticut, Florida and Texas.