Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
9 Reasons to Fire a Client: Advisors’ Advice
By Dinah Wisenberg BrinNot every advisor-client pairing is a good match.
September 24, 2025
4 in 5 Gen Xers With 401(k)s Worry They'll Be Poorer in Retirement: CerulliTwo-thirds have less than $100,000 in retirement savings, and 58% don't have an advisor, a study finds.
September 24, 2025
Merrill Sues Schwab, Dynasty Over Mega-Team's Defection, Alleging Corporate RaidScores of Merrill advisors and other staff left an Atlanta office managing $129 billion for Dynasty-backed OpenArc.
September 23, 2025
J.P. Morgan Advisors Replaces Retiring CEOMollie Colavita, formerly a managing director in the private client services group, will take over for Phil Sieg.
September 19, 2025
Is It Ever the Right Time to Stop Saving for Retirement?You may be surprised by what these three retirement planning experts have to say.
September 18, 2025
How Cetera Is Meeting the Retirement Plan MomentJerry Patterson is leveraging 25 years of experience on the recordkeeping front to help build the firm's workplace business.
September 18, 2025
The Dangers of Being ‘Too Nice’ to ClientsFar too many advisors see themselves as relationship managers or salespeople who fail to push back as needed.
September 17, 2025
Advisors Nudge Retirement Investors Into Riskier Portfolios, Study FindsAdvisor use, CRR finds, is associated with less safe allocations for average clients — likely to their benefit.