Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Pontera's Fight With Fidelity Over Platform Access Breaks Into the Open
By John ManganaroThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 08, 2025
Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take NowThe recent leak of 1 billion records should prompt renewed assessments of client data safety defenses.
October 08, 2025
3 Men Sentenced for Killing Advisor and Wife Kidnapped From Yacht: ReportsThey were reportedly fugitives before boarding the couple's catamaran and throwing them overboard in the Caribbean.
October 08, 2025
How to Build Advisor Trust in AINot all advisors are interested in using the technology, but many firm leaders see widespread adoption as essential.
October 07, 2025
Gregory FCA Launches AI Search Optimization for AdvisorsThe communications firm has unveiled a platform built specifically for financial services.
October 06, 2025
8 Planning Questions to Ask New ClientsHere's how Wealthspire's Kevin Brady systematically assesses his affluent professional clients' financial needs.
October 03, 2025
BlackRock's Aladdin Launches AI Commentary Tool for Advisors; Morgan Stanley Signs OnThe new feature will use AI to turn analytics, commentary and client preferences into advisor narratives.
October 02, 2025
Amplify Taps Elite Advisor Group Co-Founder as CMOJack Martin has been appointed as the enterprise growth platform’s first chief marketing officer.