Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Robert Sofia: What AI Can and Can't Do for Advisor Marketing
By Jane Wollman Rusoff"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 19, 2026
Most Pre-Retirees Don't Seek Advice From 401(k) Providers: CerulliNor did they much use financial wellness tools offered by their recordkeeper, a report finds.
May 19, 2026
Orion, Flourish Expand Integration for Held-Away Cash VisibilityThe move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 14, 2026
Fired Edward Jones Advisor Sentenced to 3 Years for Nearly $1M FraudJohn S. Winslow bought his widowed client flowers and chocolate, then used her money to buy luxuries, authorities said.
May 13, 2026
Life Settlement Firm Aims to Get 30% of Revenue From Wealth Advisors by 2030Abacus hopes experience with life expectancy forecasting will help with wealth transfer planning.
May 13, 2026
PRO
How to Help Grown Children and Aging Parents With Tough TalksAdvisors "can move a conversation in 30 minutes that a family has avoided for 30 years," planner Jim Crider says.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.