Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Boutique RIAs Seek Advisors They Can Shape
By Jane Wollman RusoffMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
May 19, 2026
Most Pre-Retirees Don't Seek Advice From 401(k) Providers: CerulliNor did they much use financial wellness tools offered by their recordkeeper, a report finds.
May 19, 2026
Orion, Flourish Expand Integration for Held-Away Cash VisibilityThe move supports advisor-client conversations around cash-flow planning, distributions, excess cash management, Orion exec Trent Mumma says.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 14, 2026
Fired Edward Jones Advisor Sentenced to 3 Years for Nearly $1M FraudJohn S. Winslow bought his widowed client flowers and chocolate, then used her money to buy luxuries, authorities said.
May 13, 2026
Life Settlement Firm Aims to Get 30% of Revenue From Wealth Advisors by 2030Abacus hopes experience with life expectancy forecasting will help with wealth transfer planning.