Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: Morningstar
By Dinah Wisenberg BrinExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
June 30, 2026
Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: SurveyThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 30, 2026
Vestmark Opens AI R&D Hub in BostonThe Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth management.
June 29, 2026
Asset-Map Launches Growth Partners PlatformThe new program connects advisors with support from vetted firms.
June 29, 2026
PRO
What Blanchett, Finke Predict for Social SecurityIn our first ThinkAdvisor PRO Live webcast, the two retirement researchers debate the future of the program and what advisors can do to help clients.
June 26, 2026
FINRA Bars Ex-Ameriprise Advisor Accused of Taking $3.5M From ClientSung Moo Cho, most recently a Citigroup rep, refused to cooperate with a FINRA probe.
June 26, 2026
Navigating Long-Term Care More Worrisome to Americans Than Affording ItThe issue, research finds, is shaped by questions about caregiving, advocacy and who will help with difficult healthcare decisions.
June 26, 2026
Advisors Turned Healthy Profits in 2025, but Client Growth Stagnated: StudyNet new client assets grew only 1.9% for the year, The Ensemble Practice reports.