Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Client Satisfaction Is High, but Referrals Are Low: Report
By Rob BurgessDebuting its Client Intelligence Monitor, Absolute Engagement gives the advisory industry an overall grade of B-minus.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 26, 2026
Nominate Now for ThinkAdvisor's 2026 Luminaries AwardsNominate a candidate before the deadline on June 26. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
May 21, 2026
Robert Sofia: What AI Can and Can't Do for Advisor Marketing"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 19, 2026
Most Pre-Retirees Don't Seek Advice From 401(k) Providers: CerulliNor did they much use financial wellness tools offered by their recordkeeper, a report finds.