Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Number of CFP Board Exam Takers Hits All-Time High
By Melanie WaddellNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
April 14, 2026
Man Who Extorted His Financial Advisor Loses U.S. CitizenshipThe Italian-born man held the advisor at gunpoint after discovering he was running a Ponzi scheme, DOJ said.
April 14, 2026
5 Strategies to Help Advisors Survive the Next Bear MarketWhen the inevitable downturn comes, it will test not just portfolios but your ability to keep the lights on.
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.