Here's How Much Financial Planners Earned in 2025
By Melanie WaddellAn annual compensation study shows that CFPs are earning more and are happy in their jobs.
June 02, 2026
Why Tax Planning Is a Must-Have for Business Clients"You can't do the investment side without looking at the tax side," Threadline Wealth CEO Justin Fisher tells ThinkAdvisor.
June 02, 2026
Bluespring Wealth Launches RIABluespring Wealth Management is intended to be a centralized model to handle compliance and other functions, Pradeep Jayaraman says.
May 29, 2026
Schwab Seeks to Reassure RIAs as Wealth Advisory Unit Grows"We will continue to be transparent with our advisors," says Jonathan Beatty, who heads Schwab Advisor Services.
May 27, 2026
The Scientific Way to Get Prospects to Like YouDazzling them with your financial expertise won't do it, longtime advisor sales coach Dan Solin tells ThinkAdvisor.
May 26, 2026
LPL Financial Adds $1B Cebert WealthThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 22, 2026
Captrust Adds $1.25B Stillwater Capital AdvisorsMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 22, 2026
$3B Wells Fargo Team Launches RIA Gryphon WealthThe Florida-based firm works with TradePMR, led by Robb Baldwin, and will use the BD's Fusion platform.