Financial Advisor Blog - Page 1 - Financial Advisor Transitions

Fidelity Posts Record Year as Assets Reach $7.1 Trillion

March 4th, 2026

Fidelity Investments delivered a record performance in 2025, fueled by strong markets and rising interest rates, according to AdvisorHub.

Women Poised to Shape the $105 Trillion Wealth Transfer

March 3rd, 2026

Cerulli Associates estimates that approximately $105 trillion will pass to heirs through 2048, with about $54 trillion flowing to surviving spouses.

Edward Jones Wins Approval to Launch U.S. Bank

March 2nd, 2026

Edward D. Jones & Co.'s parent company has secured regulatory approval to establish a U.S. bank, marking a significant expansion of its lending cap...

Major Financial Firms Report Workforce Reductions to State Regulators

February 27th, 2026

Several prominent financial institutions have disclosed planned workforce reductions to state regulators.

The Quiet Crossroads Facing Mid Career Financial Advisors

February 25th, 2026

Advisors do not respond with impulsive purchases or radical reinventions. Instead, many confront a quieter and more consequential question: What co...

Bard Financial Services Moves to Osaic's W-2 Channel

February 24th, 2026

Bard Financial Services has joined Osaic's W-2 employee independent channel after nearly four decades as an Osaic partner.

Merrill Launches Direct Markets Coverage Group for Ultra High Net Worth ...

February 23rd, 2026

Merrill has introduced a new Direct Markets Coverage Group to serve ultra-high-net-worth individuals and family offices with at least $50 million i...

The Next Generation of Advisor Technology Focuses on Connection, Not Com...

February 20th, 2026

Firms no longer seek more tools; they seek integrated systems that strengthen conversations and relationships.

Ten Client Communication Practices Every Financial Advisor Should Follow

February 18th, 2026

Meaningful interaction requires more than routine updates. Advisors must build a personal connection and avoid acting as only a service provider.

Ameriprise Revises Advisor Recruiting Approach Amid Ongoing Industry Com...

February 17th, 2026

At a Bank of America conference in Miami, Ameriprise Financial Chief Financial Officer Walter Berman discussed how the firm has reassessed advisor ...