Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ex-Edwards Jones Advisor Gets 7-Year Sentence in $10M Fraud Against Elderly Client
By Dinah Wisenberg BrinThe prison time for Ejiroghene Okuma should send a message to fiduciaries, a prosecutor said.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 14, 2026
Advisors Know Succession Planning Matters. Why Are So Few Prepared?Less than 40% of advisors planning an exit in the next five years have a successor in mind, a new survey finds.
September 14, 2026
UBS Nabs $1.4B Team From Morgan StanleyColorado-based Mason Cisney Alcon Wealth Management Group will join the UBS Mountain West market.
September 11, 2026
Younger Investors and AI Are Reshaping Advisor RelationshipsGen Z clients are more likely to say they've switched advisors than any other generation, Betterment Advisor Solutions finds.
September 10, 2026
The AUM-Boosting Question Advisors Aren't AskingNearly 90% of wealthy clients in a survey reported held-away assets, but many expressed willingness to consolidate.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.