Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Workers' Retirement Confidence Hits 9-Year Low: EBRI
By Michael S. FischerAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.
April 17, 2026
Barred Oregon Broker Accused of Stealing Over $1.6M From ClientsJeffrey Thomas Higgins is charged with selling clients' stock and taking the proceeds over roughly 17 years.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 14, 2026
Man Who Extorted His Financial Advisor Loses U.S. CitizenshipThe Italian-born man held the advisor at gunpoint after discovering he was running a Ponzi scheme, DOJ said.
April 14, 2026
5 Strategies to Help Advisors Survive the Next Bear MarketWhen the inevitable downturn comes, it will test not just portfolios but your ability to keep the lights on.
April 14, 2026
Why LPL's Mariner Advisor Network Acquisition Is a Big Deal"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 14, 2026
LPL to Acquire Mariner's $31B Advisor NetworkLPL-affiliated Mariner Advisor Network supports 367 advisors, including hybrid pros who will shift to Private Advisor Group's hybrid RIA.