Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Tips for Advisors to Stand Out: Morningstar
By Dinah Wisenberg BrinThey must build trust and act as partners, the researcher suggests, not simply focus on returns and risk.
January 30, 2026
Ex-Advisor Sentenced to 6 Years for Swindling Couple out of $1MJeffrey Slothower was also ordered to make restitution.
January 27, 2026
Banks Prioritize Tech to Boost Advisor Retention and Productivity: CerulliSuch an investment can be a core way to improve efficiency and enhance clients' experience, a report finds.
January 21, 2026
Lawsuit Says United Planners, Advisor Steered Retirees to High-Risk InvestmentsThe complaint, seeking class-action status, alleges securities fraud and RICO violations.
January 15, 2026
Carson Group Debuts Career Path Program, NextGen CouncilInvesting in rising advisors is key, Carson Group CEO Burt White says.
January 12, 2026
Edward Jones Meets Pledge to Expand Advisor Profit AwardsA regulatory filing shows the expanded limited partner strategy, announced in November, is now in effect.
January 09, 2026
How to Help Clients Avoid Market Panic: MorningstarHuman survival instincts can work against investors in market downturns, a report notes.
January 08, 2026
Advisors Aren't Competing on Performance Anymore. Here's What Clients Are Measuring Instead.Speed and an ability to respond thoughtfully to questions will increasingly separate financial professionals from the competition.