Donor-advised fund lawsuit pits advisor against sponsor
A lawsuit against a prominent Christian donor-advised funds organization is testing whether it or the original donor's son is in ...
Thursday, April 2, 2026
Tag: advisor
Motley Fool Stock Advisor vs. Seeking Alpha Alpha Picks
Stock picking services like Motley Fool’s Stock Advisor and Seeking Alpha’s Alpha Picks can make it much easier to identify ...
UBS promotes from within to name new advisor head
UBS has looked inward to fill a new position charged with overseeing the hiring, retention and compensation of advisors in ...
AI is taking advisor jobs. It doesn’t have to take yours
Over the last few years, our industry has settled on a refrain when it comes to AI: "It will support ...
Motley Fool Epic vs. Stock Advisor
The Motley Fool is one of the most popular and successful investment research companies in the game t today. Its ...
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
Even as UBS' CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost two members ...
3 Reasons I’d Be Terrified If I Were a Financial Advisor
I spent more than a decade working as a financial advisor. I wore the suit, I sat across the desk ...
How agentic AI is showing up in advisor workflows
Agentic AI systems are being marketed as a way for financial advisors to offload complex multi-step workflows with minimal human ...
Ask an Advisor: The future of legacy CRMs in an AI world
For years, customer relationship management (CRM) systems have been the backbone of advisors' tech stacks.That primacy is now being questioned ...
How an advisor serving pilots got his niche off the ground
This is the latest story in the Know Your Niche series. Stories feature advisors who have carved out niches for their firms, ...
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