Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
DAFs Gaining Importance in Advisor-Client Relationships: Report
By Michael S. FischerFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 05, 2026
Anthropic Unveils AI Agents to Tackle Financial Services TasksThe agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.
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.