Latest updates for Advisors

Fresh curated links around Advisors are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Twelve Reminders for Clients with DAF Accounts
  • Ask an Advisor: What would you tell your younger self?
  • Growing group of women advisors seeks to jumpstart careers in the field

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Fresh articles and ideas

Recent curated links from global sources. Generate one free draft from any story, then use SocialBu to schedule and refine your content calendar.

wealthmanagement.com /2 weeks ago

Twelve Reminders for Clients with DAF Accounts

Advisors are uniquely situated to have these discussions.

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financial-planning.com /1 month ago

Ask an Advisor: What would you tell your younger self?

Six advisors reflect on what they wish they'd known earlier — from speaking up sooner to thinking longer term to learning that the best question beats the best answer.

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financial-planning.com /1 month ago

Growing group of women advisors seeks to jumpstart careers in the field

Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering th...

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financial-planning.com /1 month ago

How advisors can act as hubs for clients' lawyers, accountants

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

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wealthmanagement.com /4 weeks ago

Developers, Advisors Position for Opportunity Zone 2.0 Investments

Financial advisors report growing client interest as the permanent program offers enhanced tax benefits and a 30% reduction for rural zone investments.

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wealthmanagement.com /1 month ago

Meet Five Advisors Who Used to Play Professional Soccer

There are similarities between being a pro athlete and a financial advisor.

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wealthprofessional.ca /1 month ago

Advisors cut retiree regrets in half, but just one in four Americans use one

New TIAA Institute research finds professional guidance narrows the gap between retirement dreams and reality

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unomaha.edu /1 week ago

Angie Centarri Named 2026 Academic Advisor of the Year

The Academic Advisor of the Year Award recognizes undergraduate, professional academic advisors for their exceptional service to students, their colleagues and/or the university.

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omanobserver.om /3 weeks ago

Your life needs a board of advisers

You may be a senior executive working for a board, whether it is professional, academic or community. A professional board provides governance, oversight and strategic direction. A...

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wealthmanagement.com /1 month ago

Advisor Sentiment Index: Advisors See a Cloudier Economic Future

Advisors overall remain optimistic about financial conditions and the markets, even as a significant percentage see a dimmer future for the U.S. economy.

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wealthmanagement.com /2 weeks ago

Advisor Wellness Matters

There’s no shortage of advice for advisors on how to be more productive and how to build a thriving practice. What’s often missing is how to guard your own wellness and to promote...

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unomaha.edu /3 weeks ago

UNO Academic Advising Council Names Kate Earnhardt Advisor of the Month

Earnhardt was nominated by her peers for her dedication to student success.

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financial-planning.com /3 weeks ago

Advisors can uncover hidden retirement costs — and prevent years of cash drag

Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.

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wealthprofessional.ca /4 weeks ago

Advisors want more alternatives but scaling up is the hard part

A new iCapital survey of 870 advisors finds surging allocation intent but growing operational and compliance barriers to delivering alts at scale

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wealthmanagement.com /1 month ago

Advisors Must Master Retiretech to Guide Plan Sponsors

Plan sponsors face overwhelming technology choices. Advisors who understand the retiretech ecosystem can help employers identify real problems and select solutions that fit.

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wealthmanagement.com /2 weeks ago

The Diamond Podcast for Financial Advisors: Building Around the Advisor Experience with Shannon Spotswood

RFG Advisory's Shannon Spotswood explains why growth without compromise starts with choosing the right partner.

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parentinghub.co.za /1 month ago

The Role of Student Success Advisors (SSAs) at Wingu Academy

At Wingu Academy, Student Success Advisors (SSAs) play a vital role in supporting learner achievement and overall wellbeing. SSAs act […] The post The Role of Student Success Advis...

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wealthmanagement.com /6 days ago

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

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edsurge.com /2 weeks ago

EdSurge Welcomes Top Journalists and Educators to Advisory Board

Bringing together award-winning reporters and leading educators, the board will provide strategic guidance on newsroom priorities and emerging issues ...

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financial-planning.com /1 month ago

'As an Advisor Thinketh' adapts a self-help classic to the profession

In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.

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wealthmanagement.com /1 month ago

A Lingua Franca for Advisors on AI

As agentic platforms proliferate, advisors need to scrutinize vendor integrations, pricing stability, financial backing and certification standards before committing.

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pehub.com /1 month ago

Tayeh Capital invests in C-suite advisory firm Council Advisors

CA has over 160 professionals across three practice groups: SSA & Company; The Miles Group; and High Lantern Group. The post Tayeh Capital invests in C-suite advisory firm Coun...

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financial-planning.com /5 days ago

5 can't-miss opportunities for advisors at ADVISE AI 2026

The conference's third year follows advisor and firm journeys as the wealth management industry more fully moves from AI experimentation to everyday use and advanced applications.

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bloodhorse.com /3 weeks ago

Antonucci, Baffert Added to HISA Advisory Board

Jena Antonucci and Bob Baffert are new members to the Horsemen's Advisory Group and Tim Keefe is a returning member.

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Sources covering Advisors

wealthprofessional.ca

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parentinghub.co.za

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bloodhorse.com

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edsurge.com

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financial-planning.com

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omanobserver.om

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