Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
The Wealth Transfer Is a Retention Event You're Already Losing
By John O’ConnellGetting ahead of the trillions set to be passed down is more than a balance sheet to-do item.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 03, 2026
Pontera Expands Platform to Support Non-Discretionary Retirement AdviceThe announcement comes amid an ongoing dispute over held-away account access.
September 01, 2026
Orion Adds BlackRock, Fidelity and Vanguard to Tailored Allocation PortfoliosThe strategies enable advisors to gradually migrate assets for clients with concentrated positions or tax sensitivities into model portfolios.
September 01, 2026
10 Steps to Turn Seminar Attendees Into ProspectsEngage them — people do business with people they like.
August 31, 2026
Scammed Client Accuses Ameriprise of NegligenceAn advisor should have asked more questions about suspicious withdrawals, a lawsuit suggests.
August 28, 2026
Advisors Weigh Vanguard Deal, On and Off Altruist's PlatformSome see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.