Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
State-Registered Investment Advisors, by the Numbers
By Michael S. FischerHere's a look at RIAs with $100 million or less under management.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
Here's How Much Financial Planners Earned in 2024CFPs earned 13% more than planners without the certification, according to a new survey.
August 29, 2025
California Wealth Planning Execs Die in Plane CrashMark and Vickie Spelts of Chico perished Wednesday near Kansas City.
August 24, 2025
4 Ways to Build Your Brand When You're Out of the OfficeAuthentic updates from the road can cut through the noise and set you apart.
August 22, 2025
Client of Scamming Ex-Advisor Accuses JPMorgan Chase of NegligenceScott Mason, of suburban Philadelphia, was sentenced to prison for draining millions from wealthy clients.
August 20, 2025
Think the 'Human Connection' Will Protect Your Practice From AI? Think AgainAdvisors have one big advantage over AI agents, Jamie Hopkins believes, but it's not what many think.
August 20, 2025
3 Strategies to Create a Brand That Grows With and For YouFlash-in-the-pan marketing campaigns won't cut it — wealth management is a long-term relationship.