Nearly 80% of Younger Clients Would Consider Switching Advisors Over Estate Planning: Survey
By Michael S. FischerThe message to the industry, Trust & Will finds, is that such comprehensive planning is a core necessity.
June 24, 2026
From Chatbots to Workflows: Where AI Creates Advisor CapacityThe technology will reach its wealth management potential only when it moves beyond tools.
June 22, 2026
New Planners Are Being Shut Out of RIAs Despite Advisor ShortageIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
June 18, 2026
Why Succession Planning Is Now a Retention StrategyAdvisors who include clients through a transition are the ones who build the case years before they need it.
June 17, 2026
Firms Seeking Young Advisors Should Support Career Advancement: SurveyEmerging professionals have significant interest in leadership opportunities, according to FP Transitions and the FinServ Foundation.
June 15, 2026
Meradia Appoints Head of Applied AISwati Gupta says the technology "is a powerful tool, but it's not a Swiss Army knife."
June 12, 2026
Ensemble Practice Names Catherine Williams COOThe former Dimensional Fund Advisors executive will also lead the consulting firm's advisor development program.
June 09, 2026
Half of $5M Investors Found Their Advisor Without a Referral: SurveyOnly 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.