Financial Advisor Blog - Page 1 - Financial Advisor Transitions

Ameriprise Reports Advisor Transitions and Recruiting Declines

April 28th, 2026

Ameriprise Financial reported a decline in asset flows within its Advice and Wealth Management division, as advisor transitions and recruiting vari...

Rockefeller Global Family Office Adds $3 Billion Merrill Lynch Team

April 27th, 2026

Rockefeller Global Family Office has expanded its advisory ranks by recruiting a Houston-based private wealth team from Merrill Lynch, according to...

Raymond James Reports Asset Growth as Recruiting Costs Weigh on Earnings

April 24th, 2026

Raymond James posted strong asset growth in its latest quarter while absorbing higher costs tied to advisor recruiting and retention, according to ...

Stifel Reports Sale of Its Independent Brokerage Unit

April 23rd, 2026

Stifel Financial reported that it completed the sale of its independent brokerage unit during the first quarter, generating nearly $50 million in r...

Wells Fargo Advisors Leverages Multi-Channel Model to Drive Recruiting M...

April 16th, 2026

Wells Fargo Advisors continues to gain traction in advisor recruiting, relying on its multi-channel model that distinguishes it from other wirehous...

LPL Expands Advisor Network Through Mariner Acquisition Strategy

April 15th, 2026

LPL Financial has reached an agreement to acquire Mariner Advisor Network, a move that will reshape the affiliation structure for hundreds of finan...

AI Pressures Advisory Fees

April 14th, 2026

AdvisorHub reports that industry participants continue to debate how artificial intelligence (AI) will reshape the financial advisory landscape, wi...

Advisors Move Away From Asset Minimums to Expand Client Access

April 13th, 2026

A growing number of financial advisors are abandoning traditional asset minimums in favor of more flexible fee structures.

Citigroup Raises Performance Targets as It Seeks to Revitalize Private Bank

April 10th, 2026

Citigroup has increased performance expectations for its private banking division as it works to strengthen a wealth business that continues to lag...

Breakaway Advisors in Florida Launch Evertern Wealth as Dynasty Expands ...

April 9th, 2026

A pair of former UBS advisors has launched a new independent firm as advisor movement toward the RIA channel continues to accelerate.