New Planners Are Being Shut Out of RIAs Despite Advisor Shortage
By Jane Wollman RusoffIt's not just because of AI, New Planner Recruiting co-founder Caleb Brown tells ThinkAdvisor.
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.
June 04, 2026
Most Clients Who Fire Their Advisor Don't Get a New One: StudyProblems with communication and advice quality are top drivers of client turnover, Morningstar finds.
May 28, 2026
How to Use AI and Technology to Market SmarterIt's creating consistent, relevant communication at scale while preserving the human trust at the center of every client relationship.
May 21, 2026
Robert Sofia: What AI Can and Can't Do for Advisor Marketing"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 15, 2026
Generative AI Is a Powerful Tool for Advisors, With LimitsThe firms that succeed in using AI agents will be the ones that prioritize effective governance.