Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Employees Use Digital Tools More Often but Still Prefer Human Advice
By Michael S. FischerWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 29, 2026
New Bill Boosts Tax Break for Small BusinessesThe Small Business Tax Cut Act would increase the qualified business income deduction from 20% to 23%.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 28, 2026
55ip Collaborates With T. Rowe Price on Custom Model PortfoliosThe partnership follows the wealth management firm's pairing with Vestmark in January.
April 23, 2026
Cerulli Sees Big Jump in Planning Services by 2027Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.