Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Gregory FCA Launches AI Search Optimization for Advisors
By John ManganaroThe communications firm has unveiled a platform built specifically for financial services.
October 02, 2025
Amplify Taps Elite Advisor Group Co-Founder as CMOJack Martin has been appointed as the enterprise growth platform’s first chief marketing officer.
October 02, 2025
Financial Planning Boosts Investors’ Well-Being: Morgan StanleyInvestors with a plan are more engaged with their financial advisors than those without one, a survey finds.
October 02, 2025
Phony Advisor Pleads Guilty to Defrauding 64 InvestorsThe 24-year-old falsely presented himself as an advisor and claimed to work with a real brokerage.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
September 30, 2025
'Credential Stacking' Offers Diminishing Returns for Retirement Planners: StudyEarning at least one certification brings big benefits to retirement income literacy, but adding more does not.
September 29, 2025
Meet the Luminaries Class of 2025 FinalistsNearly 265 financial services firms and groups are being recognized for exemplary leadership, innovation and community impact.