Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
House Passes Financial Exploitation Prevention Act
By Melanie WaddellThe bill would allow advisors and firms to delay suspicious transactions if they believe financial exploitation has occurred.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 24, 2026
PRO
How to Handle Client FearsLiam Hanlon, an executive at the AI firm Jump, suggests that advisors treat anxiety "as a calendar problem."
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 24, 2026
Final Days to Nominate for ThinkAdvisor's 2026 Luminaries AwardsNominate your candidates before the extended July 3rd deadline. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 22, 2026
Ex-Broker Pleads Guilty to Robbing Bank With Fake BombScott Charles Tunis reportedly had been experiencing financial stress and self-medicating with alcohol.