Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Investors Still Prefer Advice From Real People: Gallup
By Michael S. FischerForty-three percent of adults surveyed said they turn to family and friends for advice, a poll found.
April 22, 2025
Where Advisor Income Grew the Most in 2024Some metro areas offer more and better opportunities for advisors seeking to grow their businesses, SmartAsset finds.
April 21, 2025
Why We're Enhancing Our Focus on Recruiting MomentumWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 17, 2025
How Opening a Morgan Stanley Account Led to a Fraud ArrestThe firm alerted authorities after a Georgia man tried to deposit $32.5 million into a brokerage account, prosecutors allege.
April 17, 2025
Stay or Go? Advisor Consultant Offers 7 Points to ConsiderAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 10, 2025
Advisors Tread Carefully to Avoid Spooking Clients as Markets PlungeFinancial planners may try to calm investors but it could backfire if communication is rare, Michael Kitces warns.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.
April 03, 2025
Peter Mallouk: Market Is 'Far From Blood in the Streets'Stocks would be down 20% today if investors believed tariffs would last beyond a year, Creative Planning's CEO says.