Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
How Better Meetings Drive Profits in Wealth Management: Oasis Group
By Michael S. FischerA better treatment of resources, the research firm finds, allows practices to grow without adding more expensive people.
September 17, 2026
How Podcasting Can Pay Off for AdvisorsA conference panel notes the format's ability to reach clients and prospects, even with a modest audience, through patience and persistence.
September 17, 2026
How Planning Bolsters Client Relationships: CerulliAs a core service, a report finds, it can attract prospects and convert them into long-term advisory connections.
September 17, 2026
10 Wealth Management Trends and Projections for 2026 and BeyondWhile growth is broad-based, profit is less so as advisors grapple with wealth transfer and AI, Oliver Wyman finds.
September 16, 2026
Ex-Edwards Jones Advisor Gets 7-Year Sentence in $10M Fraud Against Elderly ClientThe prison time for Ejiroghene Okuma should send a message to fiduciaries, a prosecutor said.
September 16, 2026
With Claude for Financial Advisors, Anthropic Reflects AI's Potential in WealthPeter Nolan, head of asset and wealth management, discusses the suite development and related technology collaborations.
September 15, 2026
10 Ways Clients Can Connect With Their Future SelvesProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 15, 2026
Anthropic Releases Claude for Financial AdvisorsThe new suite, unveiled at the Future Proof Festival, connects to BlackRock, Schwab, Vanguard and others.