Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Ex-Advisor Sentenced to 20 Years in Prison for $94M Ponzi Scheme
By Dinah Wisenberg BrinAbout 25 Venezuelans applauded as a court official handcuffed Andrew Jacobus and escorted him away, the Miami Herald reported.
January 21, 2026
Lawsuit Says United Planners, Advisor Steered Retirees to High-Risk InvestmentsThe complaint, seeking class-action status, alleges securities fraud and RICO violations.
January 15, 2026
Carson Group Debuts Career Path Program, NextGen CouncilInvesting in rising advisors is key, Carson Group CEO Burt White says.
January 12, 2026
Edward Jones Meets Pledge to Expand Advisor Profit AwardsA regulatory filing shows the expanded limited partner strategy, announced in November, is now in effect.
January 09, 2026
How to Help Clients Avoid Market Panic: MorningstarHuman survival instincts can work against investors in market downturns, a report notes.
January 08, 2026
Advisors Aren't Competing on Performance Anymore. Here's What Clients Are Measuring Instead.Speed and an ability to respond thoughtfully to questions will increasingly separate financial professionals from the competition.
January 07, 2026
How Thrivent Is Hitting Recruiting Targets Without Big Payouts"We have a philosophy: If they come to you for money, they leave you for money," an exec says.
January 07, 2026
3 Must-Watch Advisor Trends for 2026RIAs face rising investor expectations, ongoing consolidation and the pressure to respond to emerging technologies like AI.