Financial Advisor Blog - Page 1 - Financial Advisor Transitions

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.

AI Reshapes Advisor Meeting Preparation But Also Raises Data Security Co...

April 8th, 2026

Artificial intelligence rapidly is reshaping how financial advisors prepare for client meetings, addressing what many consider the most time-intens...

Solo Financial Advisors Defy Consolidation Trends and Drive Strong Produ...

April 7th, 2026

Solo financial advisors continue to push back against consolidation across the wealth management industry, maintaining a meaningful and profitable ...

Blue Owl Faces Surge in Redemptions as Private Credit Pressures Mount

April 6th, 2026

Blue Owl Capital Inc.

AI Boosts Efficiency in Wealth Management Without Expanding Advisor Work...

April 3rd, 2026

Artificial intelligence (AI) continues to gain traction across wealth management, but firms are not using the technology to increase advisor worklo...

RIA Dealmakers Rework Earn-Out Structures Amid Market Uncertainty

April 1st, 2026

Earn-out structures in registered investment advisor transactions have become a central point of negotiation as market volatility reshapes deal ter...

Edward Jones Sees Rise in Advisor Departures

March 26th, 2026

Edward Jones experienced a notable increase in advisor departures in 2025, driven largely by long-tenured professionals exiting the industry, accor...