Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
4 Pillars to Start Planning Your Exit
By Bill SowellIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
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.
January 16, 2025
New Raymond James Program Seeks to Support Tampa Bay EducationThe firm has committed $7.5 million to nonprofits that support success within and outside the classroom.
January 09, 2025
Janney Added 27 Advisors in 2024The newcomers joined the wealth management firm from a dozen practices, adding $4.3 billion in client assets.