Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
A Conference Built Around Creativity and What Comes Next
By Timothy WelshAffiliated Advisors gathered wealth managers for three days of practice management sessions and peer learning.
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 22, 2026
Ex-Broker Pleads Guilty to Robbing Bank With Fake BombScott Charles Tunis reportedly had been experiencing financial stress and self-medicating with alcohol.
June 22, 2026
Schwab Warns of Margin Calls as Concerns Over Tax Bets MountThe brokerage will issue a margin call and contact the advisor if any of their accounts exceed the new thresholds.
June 22, 2026
Mass Affluent Investors Are Losing Interest in Wealth ManagersThese clients now get "something close to private-banking quality from AI," said Debasish Patnaik, a senior partner at McKinsey.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.