Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: Survey
By Michael S. FischerThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 29, 2026
PRO
What Blanchett, Finke Predict for Social SecurityIn our first ThinkAdvisor PRO Live webcast, the two retirement researchers debate the future of the program and what advisors can do to help clients.
June 26, 2026
FINRA Bars Ex-Ameriprise Advisor Accused of Taking $3.5M From ClientSung Moo Cho, most recently a Citigroup rep, refused to cooperate with a FINRA probe.
June 26, 2026
Navigating Long-Term Care More Worrisome to Americans Than Affording ItThe issue, research finds, is shaped by questions about caregiving, advocacy and who will help with difficult healthcare decisions.
June 26, 2026
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: StudyNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.
June 26, 2026
House Passes Financial Exploitation Prevention ActThe bill would allow advisors and firms to delay suspicious transactions if they believe financial exploitation has occurred.
June 26, 2026
Nomination Deadline Extended for ThinkAdvisor's 2026 Luminaries AwardsWe're taking nominations through July 7 for firms and individuals demonstrating excellence in financial advisory services, AI, asset management and related fields.
June 25, 2026
A Conference Built Around Creativity and What Comes NextAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.