Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Don't Let These Retirement Planning Blind Spots Surprise Your Clients
By Rob BurgessStress-testing a retirement plan can help alleviate the points of failure that many clients overlook.
July 31, 2026
7 Trends Affecting Retirement Expectations — and RealityThe gap in the two polls, a study finds, represents a difference that can carry significant financial consequences.
July 30, 2026
Advisors Outsourcing Investment Management See Stronger Relationships, Growth Prospects: StudyThey also report an improved ability to serve high-net-worth clients, according to AssetMark research.
July 30, 2026
20 Most Lucrative Jobs for High-Performing WorkersTop earners in these fields may bring in several times more than the median worker, SmartAsset reports.
July 29, 2026
What Investors' Evolving Online Behavior Means for Advisor GrowthWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 28, 2026
Edward Jones Asks Court to Compel 6 Black Advisors to Arbitrate Bias ClaimsA putative class-action lawsuit contends that the financial services firm discriminates in compensation, firings and promotions.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.