Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
CFP Board Forms Panel to Study Bachelor's Degree Requirement
By Melanie WaddellThe planner group announced changes to its education requirements in January.
March 13, 2026
Thrivent to Hire 600 Advisors in 2026One in three newcomers this year will likely join as a virtual advisor, the financial services firm said.
March 12, 2026
Forget SEO: Here's How Advisors Can Market NowSamantha Russell tells ThinkAdvisor the keys to getting recommended in AI chats — where advisor searches are surging.
March 12, 2026
Ex-Advisor Accused of Racism in TikTok Video Must Pay LPL Over $820KEileen Cure had sued the BD for $95 million after it ended an affiliation with her.
March 11, 2026
New Firm Launching AI Platform to 'Scale Advisor Expertise'WealthStream's technology gives advisors access to senior-level planning insights, supporting the development of next-generation talent.
March 09, 2026
Morningstar Launches AI Assistant for Advisor PlatformThe technology, according to the firm, is designed to streamline research, meeting prep and client-ready proposals.
March 06, 2026
OpenAI Releases New Financial-Services Tools, Rivaling AnthropicThe model, GPT-5.4, is more capable of taking on tasks like generating spreadsheets, documents and presentations.
March 05, 2026
Wealth Enhancement Acquires Team With Over $1.2B in Client AssetsThe deal with TFB Advisors marks the firm's expansion into Kansas.