Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Financial Vulnerabilities Undermine Small-Business Owners' Confidence: Survey
By Michael S. FischerOnly 47% of respondents rate their financial management skills highly, Guardian Life research finds.
July 13, 2026
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles SayA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 09, 2026
Why HNW Prospects Trust Advisors Who Don't Need the SaleWhen they sense you aren't sweating the outcome, you come across as competent, secure and worth listening to.
July 09, 2026
AI-Created Portfolios Do Worse When Investors Tweak Them: ResearchGreater human input was linked to higher risk without associated returns, an academic team finds.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.