Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
55ip Collaborates With T. Rowe Price on Custom Model Portfolios
By Rob BurgessThe partnership follows the wealth management firm's pairing with Vestmark in January.
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
ThinkAdvisor Needs Your InputPlease take our brief reader survey soon to be eligible for an Amazon gift card.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 17, 2026
Barred Oregon Broker Accused of Stealing Over $1.6M From ClientsJeffrey Thomas Higgins is charged with selling clients' stock and taking the proceeds over roughly 17 years.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.