Kitces: How AI Could Worsen the Advisor Shortage
By Dinah Wisenberg BrinThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 06, 2026
These Firms Gained the Most Advisors Since 2021The number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
May 05, 2026
The 5 Best Ways to Successfully Buy a Book of BusinessLanding quality practices is not about the bid. Rather, the process starts and ends with building relationships.
April 27, 2026
Osaic Adds AI-Powered Documentation PlatformScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 24, 2026
How Advisors Make Video ManageableAround half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.
April 23, 2026
Cerulli Sees Big Jump in Planning Services by 2027Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.