Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025
By Michael S. FischerA quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.
February 27, 2025
9 Ways to Make Model Portfolios Work for Clients: Advisors' AdviceWhen it comes to asset allocation, there's plenty of middle ground between "fully custom" and "off the shelf."
February 21, 2025
Ex-Fugitive Advisor, CNBC Guest to Plead Guilty to Securities FraudJames Arthur McDonald Jr. caused investors to lose about $3 million, prosecutors say.
February 18, 2025
Retraining Advisors to Become 'Personal CFOs'Brighton Jones CEO Jon Jones discusses what he thinks the industry lacks and how his advisors deliver it.
February 12, 2025
Advisor Shortage Could Reach 100,000 by 2034: McKinseyAs Americans have become wealthier and their needs more complex, their demand for services is growing, research finds.
February 10, 2025
Texas Advisor and Radio Host Faces New Charges in Federal Fraud ProbeA judge released Brooklynn Chandler Willy on a $40,000 bond days after the charges were filed.
February 06, 2025
How 7 Advisors Are Easing Clients' Tariff Worries: Advisors’ AdviceClients watching recent market gyrations may be wondering how to protect their portfolios from whiplash.
February 04, 2025
Rockefeller Lures $1B Team From JanneyThe upstate New York group has served individual, charitable and small-business clients.