Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
When Your Client Says 'I Can Take It From Here': Advisors' Advice
By Dinah Wisenberg BrinWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 13, 2026
11 Predictions for Wealth Management in 2035: McKinseyFour business models are likely to prevail, the consultancy suggests.
February 12, 2026
How Advisors Know It's Time to Break Up (With Their Firm)As Valentine's Day brings relationships into focus, consider whether your current firm is still a good match.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.
February 06, 2026
Schwab Readies $5 Block-Trade FeeSchwab Advisor Services' per-account charge for certain trades, effective March 2, could affect advisors' bottom line.
February 05, 2026
Vanguard CEO Ramji Poaches From Goldman, BlackRock for Key RolesThe hiring spree highlights ambitions to grow the mainstay fund business while expanding into wealth and financial advice.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.