Financial Advisor Blog - Page 1 - Financial Advisor Transitions

JPMorgan Launches Athlete Advisory Council to Expand Wealth Management S...

March 19th, 2026

JPMorgan Chase & Co.

Fee-for-Service Financial Planning Gains Ground as Advisors Scale Client...

March 18th, 2026

Financial advisors and broker-dealers increasingly adopted fee-for-service pricing models in 2025 as firms expanded access to financial planning an...

Edelman Financial Engines Commits $175 Million in Equity to Financial Pl...

March 17th, 2026

Edelman Financial Engines (EFE), one of the largest registered investment advisors in the country, announced a $175 million equity commitment that ...

Operational Demands Continue to Strain Financial Advisors' Time

March 16th, 2026

Administrative responsibilities and operational complexity continue to consume a growing share of financial advisors' workdays, limiting the time t...

Mariner Expands Insurance Capabilities with Acquisition of Cowell Insura...

March 13th, 2026

Mariner has acquired Cowell Insurance Services as the firm continues expanding its advisory platform, according to Business Insurance.

Morgan Stanley Cuts Approximately 3 Percent of Workforce

March 12th, 2026

Morgan Stanley has begun reducing its workforce by roughly 3 percent, affecting employees across several divisions of the firm, according to Adviso...

Advisor Departures from Edward Jones Reach Five Year High

March 11th, 2026

Advisor attrition at Edward D.

Research Identifies Key Drivers of Financial Advisor Well Being

March 10th, 2026

Financial advisor well being often peaks when professionals maintain manageable client relationships, work with strong internal support teams, and ...

Fidelity Introduces Model Portfolios and Training Program to Expand Inve...

March 9th, 2026

Fidelity Investments has launched two new suites of turnkey model portfolios along with an expanded education program aimed at helping wealth manag...

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.