Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Addepar Deploys New AI in Platform
By Dinah Wisenberg BrinThe firm says Addison amplifies its core capabilities and offers key insights around financial services.
February 27, 2026
Wescom Financial to Lay Off 71 in CaliforniaThe credit union, which uses LPL as a broker-dealer and clearing partner, will cut jobs starting April 21.
February 26, 2026
Orion Plans Expanded Household Asset Management StrategyThe platform provider also says the enterprise version of Denali AI is live and that it's launched two new AI assistants..
February 26, 2026
FINRA Bars Ex-Morgan Stanley Advisor Over Refusal to Share Info for ProbeThe advisor joined an RIA the month after his Morgan Stanley dismissal.
February 25, 2026
UBS Names New Head of Field to Boost Advisor SupportThe appointment of Lisa Golia is intended to broaden the global wealth manager's leadership structure.
February 23, 2026
When Your Client Says 'I Can Take It From Here': Advisors' AdviceWhat do you say to a client who wants to go DIY? Five advisors and a coach weighed in.
February 23, 2026
12 States With Fastest-Growing CFP Populations: 2026One in 10 CFPs is based in California, according to CFP Board data analyzed by SmartAsset.
February 19, 2026
Jamie Hopkins: What Advisors Get Wrong About Retirement PlanningBryn Mawr Trust Advisors' CEO talks to ThinkAdvisor about the important planning conversations advisors often overlook.