Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Cetera Launches National Employee-Advisor RIA
By Dinah Wisenberg BrinCetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 28, 2026
55ip Collaborates With T. Rowe Price on Custom Model PortfoliosThe partnership follows the wealth management firm's pairing with Vestmark in January.
April 28, 2026
Nominations Open for ThinkAdvisor's 2026 Luminaries AwardsHonors to be presented Dec. 3 will spotlight innovation and achievements in artificial intelligence across financial services.
April 23, 2026
Cerulli Sees Big Jump in Planning Services by 2027Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
Workers' Retirement Confidence Hits 9-Year Low: EBRIAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.
April 21, 2026
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