Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 Secrets Clients Keep From Advisors
By Kevin KnullWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 22, 2025
Where Advisor Income Grew the Most in 2024Some metro areas offer more and better opportunities for advisors seeking to grow their businesses, SmartAsset finds.
April 21, 2025
Why We're Enhancing Our Focus on Recruiting MomentumWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 17, 2025
How Opening a Morgan Stanley Account Led to a Fraud ArrestThe firm alerted authorities after a Georgia man tried to deposit $32.5 million into a brokerage account, prosecutors allege.
April 17, 2025
Stay or Go? Advisor Consultant Offers 7 Points to ConsiderAdvisor transition specialist Maria Kutscher outlines a framework to assess potential exits.
April 10, 2025
Advisors Tread Carefully to Avoid Spooking Clients as Markets PlungeFinancial planners may try to calm investors but it could backfire if communication is rare, Michael Kitces warns.