Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
RIAs Short of Fidelity's $100M Minimum Have 3 Options: Will Trout
By Dinah Wisenberg BrinEventually, all the big custodians will raise the bar for smaller RIAs, the wealth management strategist predicts.
October 06, 2026
What to Do When Wealthy Clients Dabble in DIYAdvised clients who have self-directed accounts are more likely to fire their advisor than those who don't, research finds.
October 05, 2026
Independence? Advisors Are Leaving to Pursue ExcellenceThe best landing spots deliver a differentiated, integrated client experience across investments, wealth planning, technology and service.
October 05, 2026
AI Helps Advisor Efficiency, but Here's the Flip Side"AI is helping advisors run faster, but the treadmill is speeding up too," Joe Agostinelli of Morningstar says.
October 05, 2026
What's Next for Advisor Compensation & RecruitingSign up now for our Oct. 28 webcast with Diamond Consultants CEO Louis Diamond to learn what's driving the frenzy in recruiting and dealmaking.
October 02, 2026
PRO
Angry Insurance Clients Want Less FrictionGreg Holman, an administration specialist, has ideas for keeping life's stresses from making things worse.
September 30, 2026
The Subtle Art of Getting ReferralsNew research from Kitces.com finds that asking clients directly is not the most effective strategy.
September 30, 2026
Ameriprise Offers $1K to Advisors Who Transfer Clients to Virtual ServiceThe new incentive program, revealed in an updated Form ADV filing, is for the firm's Personal Wealth Group.