Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Morgan Stanley Advisors Face Higher Revenue Hurdles in 2027
By Rob BurgessWith grid thresholds 10% higher, a market dip "becomes a dangerous double-whammy," a consultant says.
September 22, 2026
Ex-Advisor Convicted in Shooting of 3 Palestinian StudentsA Vermont jury finds Jason J. Eaton guilty of three counts of attempted murder.
September 21, 2026
How Better Meetings Drive Profits in Wealth Management: Oasis GroupA better treatment of resources, the research firm finds, allows practices to grow without adding more expensive people.
September 21, 2026
PRO
Fed Rate Hike Doesn't Warrant Big Portfolio Moves — Yet"I wouldn't recommend advisors make any significant changes to client portfolios at this point," a Morningstar strategist said.
September 17, 2026
Raymond James Small-Business Retirement Plan Now Available Through Its AdvisorsThe firm has introduced a SIMPLE IRA Plus program.
September 17, 2026
How Podcasting Can Pay Off for AdvisorsA conference panel notes the format's ability to reach clients and prospects, even with a modest audience, through patience and persistence.
September 17, 2026
How Planning Bolsters Client Relationships: CerulliAs a core service, a report finds, it can attract prospects and convert them into long-term advisory connections.
September 17, 2026
10 Wealth Management Trends and Projections for 2026 and BeyondWhile growth is broad-based, profit is less so as advisors grapple with wealth transfer and AI, Oliver Wyman finds.