Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
Fired Edward Jones Advisor Sentenced to 3 Years for Nearly $1M Fraud
By Dinah Wisenberg BrinJohn S. Winslow bought his widowed client flowers and chocolate, then used her money to buy luxuries, authorities said.
May 13, 2026
DAFs Gaining Importance in Advisor-Client Relationships: ReportFinancial professionals have growing influence on the increasingly favored charitable giving vehicle for Americans, research finds.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 08, 2026
ThinkAdvisor 2026 Luminaries Awards FAQDo you have questions about how to submit nominations this year? We've got answers for you!
May 05, 2026
Anthropic Unveils AI Agents to Tackle Financial Services TasksThe agents can draft pitch decks for client meetings, review financial statements and escalate cases for compliance reviews.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 05, 2026
The 5 Best Ways to Successfully Buy a Book of BusinessLanding quality practices is not about the bid. Rather, the process starts and ends with building relationships.
April 30, 2026
How to Get Rich and Why Advisors Matter: A Historian's TakeJoseph S. Moore, author of "How to Get Rich in American History," defends annuities, financial gurus and American optimism.