Advisors archive
Every Advisors story, newest first. 857 stories
17 stories
- Products & portfolios
Franklin Templeton packages private markets into model portfolios
A single-subscription wrapper brings Franklin Templeton's private-markets models into the standard advisory workflow. The tax treatment will determine whether the SMA-style label holds up.
- Products & portfolios
Fund launches test advisors on the wrapper and its fees
A round of ETF and alts launches puts wrapper structure and fee disclosure at the center of advisor due diligence.
- Practice management
Edward Jones's $5,000 digital pilot takes aim at the next generation
A salaried remote advisor and a 0.65% fee give the 20,500-broker firm a product for clients too small for a branch relationship.
- Practice management
RIAs push trust and estate in-house despite a thin advisor bench
The services are moving in-house faster than the advisor expertise to staff them, survey data suggest.
- Recruiting & transitions
LPL's road to 90% retention runs through smaller Commonwealth books
The commitment rate sits in the low 80s and is lopsided: larger, faster-growing Commonwealth teams have signed, so the 90% target depends on smaller practices.
- Products & portfolios
ETF glut passes the stock count, forcing a stricter screen
Four new funds arrive every business day. Advisors running model portfolios need a screening process that runs on a schedule.
- Products & portfolios
Vanguard opens four model portfolios to outside fund choices
RIAs can now replace Vanguard funds with outside managers in four of its model portfolios, with Orion, Black Diamond and Vestmark doing the overlay work.
- Recruiting & transitions
IBD Elite 2026 ranks 37 brokerages; clearing costs stay hidden
The annual revenue ranking gives advisors a rare public measure of brokerage scale; a companion feature explains why clearing and custody costs stay hidden.
- Succession & selling a firm
Record RIA deal volume meets a pickier buyer pool
Advisor-owners preparing to sell must now prove organic growth, leadership depth and clean operations before buyers will pay a premium.
- Practice management
A new directory catalogs nearly 50 AI agents for advisors
The directory lists individual agents, so advisors can compare the tools buried behind vendor jargon.
- Practice management
Bloomberg's Canoe deal puts alts document automation in the advisor spotlight
RIAs and family offices now have a stake in how accurately AI reads alts documents — and in the humans who check the output.
- Recruiting & transitions
Most advisors never see the true cost of clearing and custody
Financial Planning's 41st annual IBD Elite study finds the price of clearing and custody buried under so many layers that few advisors ever see it.
- Practice management
AI note takers belong in the coaching workflow, ActiFi CEO says
Spenser Segal argues meeting-capture software should feed advisor coaching, not just compliance files, and prescribes a five-question test for real AI strategy.
- The Advisor's Note
AI agents pile up recommendations. Only advisors can turn them into advice.
A multi-agent advice engine pushes the industry to decide who owns the fiduciary duty.
- Practice management
Anthropic's auto mode previews the next test for AI governance
The approval-fatigue data behind Claude Code's auto mode show how RIAs will control automated client interactions.
- Practice management
Usage-based AI clauses are silently raising your next renewal
Wealthtech contracts are passing AI compute costs through to advisory firms, and the meter turns whether or not anyone uses the feature.
- Practice management
RMD season is the true test of an AI prompt
The latest AI Prompt Lab installment makes the case that seasonal batch emails need a fixed skeleton, per-client variables, and a compliance rail.