Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Advisors Win Clients They Want With Estate Planning: Vanilla CEO
By John ManganaroYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 20, 2025
6 Must-Know Tips for Compliant TextingTexting is still in regulators' crosshairs, so firms and advisors need to follow the rules.
October 16, 2025
Retirement Investors Seek Comfort and CashHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.
October 15, 2025
The 4 Types of High-Growth AdvisorsMost top-perfoming advisors gravitate toward one or two of these growth personas, an Osaic study finds.
October 13, 2025
Pontera's Fight With Fidelity Over Platform Access Breaks Into the OpenThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 10, 2025
Schwab Advisor Network to Boost Client Asset Minimum to $2M"It’s not just a service adjustment; it’s a structural shift," an advisor said.
October 09, 2025
Orion Revamps Brand Fresh Off $5T MilestoneOrion executives Ron Pruitt and Betsy Perez tell ThinkAdvisor the brand change is more than symbolic.
October 08, 2025
Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take NowThe recent leak of 1 billion records should prompt renewed assessments of client data safety defenses.