Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
6 New Findings on What Drives Advisors' Happiness: Kitces
By Dinah Wisenberg BrinOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 14, 2026
Why LPL's Mariner Advisor Network Acquisition Is a Big Deal"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 14, 2026
LPL to Acquire Mariner's $31B Advisor NetworkLPL-affiliated Mariner Advisor Network supports 367 advisors, including hybrid pros who will shift to Private Advisor Group's hybrid RIA.
April 10, 2026
Investments & Wealth Institute Event to Highlight Retirement SecurityMore than 600 attendees are expected to attend the two-day gathering in South Florida.
April 09, 2026
Long Island Advisor Pleads Guilty to $160M Investment FraudVincent Camarda of A.G. Morgan Financial Advisors faces up to 20 years in prison.
April 08, 2026
SEC Names New Enforcement DirectorDavid Woodcock, currently a partner at Gibson, Dunn & Crutcher, will start his new SEC post on May 4.
April 08, 2026
Most Advisors Have Big Gaps in Medicare Knowledge: SurveyFew who took an insurer's quiz understood that "Original Medicare" lacks a cap on annual out-of-pocket spending.
April 08, 2026
Ex-Northwestern Mutual Advisor Gets 5 Years in Prison for Stealing $8.6M From ClientsJohn Jay Kersey, who prosecutors say conducted a 20-year Ponzi scheme, was also ordered to pay restitution.