Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Northwestern Mutual Rolls Out Family Office Services for Ultra-Rich Clients
By Michael S. FischerThe integrated offering is designed to serve select investors with more coordinated, multi-generational financial planning.
September 24, 2026
When an Advisor Departure Turns Into a LawsuitWhat emerges within 30 days of a move often shapes the outcome.
September 24, 2026
Prudential Advisors Rebrands as Prudential Wealth AdvisorsThe firm said the change reflects its evolution and expanded capabilities.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 23, 2026
Morgan Stanley Advisors Face Higher Revenue Hurdles in 2027With grid thresholds 10% higher, a market dip "becomes a dangerous double-whammy," a consultant says.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 22, 2026
Kay Lynn Mayhue to Be CEO of Merit Financial AdvisorsFounder Rick Kent will transition to executive chairman, and Zach Mersberger will take over as president.