Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Eagles Team Up with Janney
By Dinah Wisenberg BrinThe two Philadelphia-based groups will focus on promoting conversations about the importance of financial planning.
July 25, 2025
Advisor Charged With Conning Venezuelans, Others in $94M Ponzi SchemeSeparately, the SEC accused Andrew Jacobus of swindling clergy and Catholic groups of $3.2 million.
July 25, 2025
8 Ways to Talk Business With FriendsThey're far from strangers, so offering guidance risks affecting personal relationships — making it a prospecting challenge.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 24, 2025
Cutting Clients' Taxes Is a Must-Have Skill for Advisors: CerulliYet less than half of practices offer tax planning today, according to the research firm's latest study.
July 24, 2025
CFP Board Starts Search for Next CEOSpencer Stuart, the executive recruitment firm, will assist in finding Kevin Keller's replacement.
July 22, 2025
Financial Advice Enhances Clients' Peace of Mind, Frees Up Time: VanguardA new survey from the giant asset manager comes as the firm has pushed further into the advising arena.
July 22, 2025
AI Will Be Ready to Manage Money in 5 Years: MITAI could also evolve to meet one of finance's highest bars: the fiduciary standard, says Andrew Lo.