What drives financial advisor well-being? Kitces has answers
Financial advisors were more likely to report being happy with their jobs than in the previous study by Michael Kitces' ...
Saturday, July 11, 2026
Tag: advisor
How AI-powered vibe coding is changing advisor tech
He's only been using it for about a week, but Tim Witham said vibe coding — building apps by intuitively prompting ...
Advisor duo boomerangs to Morgan Stanley after 15 years at UBS
Roughly 15 years after leaving to join UBS, two longtime advisors have returned to Morgan Stanley.Processing ContentTom Cleary and Robert ...
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 ...
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 ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.