Financial Advisor Blog - Page 10 - Financial Advisor Transitions

Wealth Management M&A Accelerates as Capital and Rate Cuts Fuel Dealmaking

December 17th, 2025

According to a report issued by PwC, third-quarter mergers and acquisitions across the asset and wealth management space increased 15 percent from ...

Strategic Partnerships and Referrals Drive Growth

December 16th, 2025

According to Financial Advisor News, organic growth separates successful wealth management firms from those that stall.

Wealth Management Names the Must-Read Business Books for Advisors in 2025

December 15th, 2025

Wealth Management has released its list of the best business books of 2025 for financial advisors, highlighting works that it claims challenge conv...

Commonwealth Advisor Exodus Accelerates After LPL Acquisition

December 12th, 2025

LPL Financial's acquisition of Commonwealth Financial Network continues to reshape the independent advisory space, triggering a wave of departures ...

Advisors Expand Concierge Services to Compete for Ultra-Wealthy Clients

December 11th, 2025

New research from Cerulli Associates shows that advisory firms targeting ultra-high-net-worth (UHNW) households increasingly rely on concierge and ...

Why Mid-Career Advisors Benefit From Partial Firm Sales and Equity Rollo...

December 10th, 2025

Many independent advisors in their 40s and 50s face a quiet challenge: they have built strong, profitable firms, yet most of their personal wealth ...

Holiday Strategies That Help Advisors Build Client Loyalty

December 9th, 2025

While advisors should maintain appropriate boundaries, the holidays create natural opportunities to reinforce client relationships in thoughtful an...

Why Every Investor Needs a Trusted Contact in Their Financial Plan

December 8th, 2025

According to Wealth Management, most financial plans focus on two distinct points: when clients can fully manage their finances and, on the other h...

Drawing the Line Between Financial Advice and Emotional Counseling

December 5th, 2025

A recent article in Financial Advisor News explores an uncomfortable reality: advisors routinely learn intimate details about their clients' lives.

Why Successful RIA Successions Require a Long Runway

December 4th, 2025

In the latest installment of Financial Planning's series on building a successful RIA, Chief Correspondent Tobias Salinger highlights a reality man...