Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Trust in Advisors Grows as Investors Sour on AI-Only Advice
By Michael S. FischerEight in 10 clients say the industry is meeting their needs, SIFMA and KPMG find.
October 22, 2026
How Trust in Financial Institutions Bolsters Retirement SecurityIn contrast, higher trust in government programs is linked to lower levels of savings and investment, Wharton research found.
October 20, 2026
XYPN Begins Search for Next PresidentAfter nearly seven years with the business support platform, Vince Hockett is planning to retire next spring.
October 20, 2026
Ex-JPMorgan Advisors Launch $18.6B Independent FirmPhil Scott and Jim Atwood co-founded Latigo Peak Partners, which serves UHNW individuals and families.
October 19, 2026
Janney Adds $3.5B Houston OfficeThe advisors who joined the wealth management firm were all previously affiliated with Raymond James.
October 15, 2026
Schwab Plans Proprietary Long-Short Product, Touts AI AdvancesThe firm seeks "sustainable ways" to meet demand for tax-aware strategies, CEO Rick Wurster says.
October 13, 2026
11 Ways to Make Prospects and Clients Feel ImportantPositive messages need to be delivered — and heard — again and again.
October 12, 2026
Sentencing Delayed for Ex-Morgan Stanley Advisor Who Defrauded NBA PlayersDarryl Cohen's lawyer says more time is needed to explore "certain sensitive issues."