Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
ReFirement: A Purposeful Next Chapter for Advisors
By Kathleen M. RehlNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 05, 2026
The 5 Best Ways to Successfully Buy a Book of BusinessLanding quality practices is not about the bid. Rather, the process starts and ends with building relationships.
April 30, 2026
How to Get Rich and Why Advisors Matter: A Historian's TakeJoseph S. Moore, author of "How to Get Rich in American History," defends annuities, financial gurus and American optimism.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 29, 2026
New Bill Boosts Tax Break for Small BusinessesThe Small Business Tax Cut Act would increase the qualified business income deduction from 20% to 23%.
April 28, 2026
LPL Rolls Out Military-Deployment Practice Support ProgramThe program aims to support advisors and their firms when they're deployed.
April 28, 2026
55ip Collaborates With T. Rowe Price on Custom Model PortfoliosThe partnership follows the wealth management firm's pairing with Vestmark in January.