Survey: Financial Advisors More Cautious in Client Retirement Outlook for 2026

Financial advisors are mostly bullish on their clients' retirement readiness and tax burdens in the new year, according to a new U.S. News-AdvisorFinder survey conducted in the fourth quarter of 2025.

Empathy in Client Communications: An AI Prompt Every Financial Advisor Should Know

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.
InvestmentNews

Advisors push crypto into mainstream with record client allocations, new strategic themes

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...
Morningstar

Growth Opportunities and Robust Resources Draw Four Advisors Managing Nearly $300 Million in Client Assets to Ameriprise Financial

Financial advisor Kevin Kitt, CFP® who manages more than $110 million in client assets, has joined the practice in Westhampton Beach, N.Y. from UBS Financial Services. For Kitt, the decision to move ...
WealthManagement.com

Assisting Clients With Financial Stress Without Stressing Yourself Out

When an investor walks into their financial planner’s office, they’re not only bringing financial questions, but also, whether outwardly expressed or not, they’re likely bringing stress or anxiety ...
Entrepreneur

Don’t Sell Your Business Without These 4 Core Advisors — One Saved My Client $1.8 Million

Discover the single move that saved my client $1.8 million during their business sale. Learn why most business owners leave money on the table without even realizing it. Selling a business is one of ...
Barron's

Financial Advisors Share the Toughest Conversations They Have Had With Clients

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...
Barron's

When a Client Develops Dementia, It Can Be a Shock. Financial Advisors Share Experiences.

While working as a financial advisor at TIAA 12 years ago, Meredith Briggs had the shock of her professional life. Early on in their relationship, a wealthy client in his 70s—a detail-oriented ...
Wall Street Journal

How to Choose a Financial Advisor

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...
InvestmentNews

Texas 'Bad Broker' two-step: advisors in trouble for allegedly taking client money

Two veteran retail financial advisors in Texas this month hit the skids in the wake of allegations that they misappropriated or stole client funds. FINRA on Thursday barred a former Raymond James ...
Morningstar

How Canadian Financial Advisors Can Stand Out in 2025

Canadian Financial Advisor Observations on Invest... Canadian Financial Advisor Observations on Investors Top Canadian Financial Advisor Concerns The Impact of Private Markets Navigating Generative AI ...
Wall Street Journal

Is It Worth Paying a Financial Advisor 1%?

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...