Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Longtime Schwab, TD Ameritrade Exec to Retire
By Dinah Wisenberg BrinChief Client Officer Tom Bradley, leaving Schwab at year-end, led the TD Ameritrade integration.
November 11, 2025
Financial Services Needs to Raise Bar on Convenience: Schwab CEORick Wurster noted a "bull market for convenience" and said Schwab would "invest heavily" in making things simpler.
November 07, 2025
RIAs That Blend AI and a Human Touch Will Emerge as Winners: SchwabArtificial intelligence is opening a "new competitive frontier," says Jon Beatty, head of Schwab Advisor Services.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
November 03, 2025
Show Clients the Benefits of Consolidating Their AssetsBefore clients reduce the number of advisors they work with, they need to see what's in it for them.
November 03, 2025
FPA Names 2026 President-ElectDaniel Galli will lead the Financial Planning Association next year, with D. Crystal Alford-Cooper following in 2027.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 28, 2025
You Don’t Need a Podcast — You Need a PlanThe advisors winning today aren’t doing more. They’re doing what matters most, with clarity and consistency.