Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Financial Advisor Conferences in 2025: An Evolving List
By Janet LevauxDozens of industry conferences and events are on tap this year, with the biggest events hosted by custodians.
May 21, 2025
6 Secrets Clients Keep From AdvisorsWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.
May 20, 2025
Schwab Debuts Program to Help Advisors Start Their Own RIAsSchwab Advisor ProDirect, opening in July, aims to help advisors go independent and grow their firms quickly.
May 20, 2025
Luminaries 2025 Nominations Are OpenThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
May 16, 2025
Investors Still Prefer Advice From Real People: GallupForty-three percent of adults surveyed said they turn to family and friends for advice, a poll found.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 22, 2025
Where Advisor Income Grew the Most in 2024Some metro areas offer more and better opportunities for advisors seeking to grow their businesses, SmartAsset finds.