Financial Advisor Blog - Page 12

Cerulli Finds Team-Based Advisory Practices Outperform Solo Advisors

December 22nd, 2025
Financial advisors who operate in team-based practices enjoy clear structural advantages over solo practitioners, according to new research from Ce...

Read More about Cerulli Finds Team-Based Advisory Practices Outperform Solo Advisors

Advisor Lending Accelerates as RIAs Turn to Debt for Growth and Succession

December 19th, 2025
Lenders serving financial advisors report a surge in demand as registered investment advisers (RIAs) and independent broker-dealers seek loans to f...

Read More about Advisor Lending Accelerates as RIAs Turn to Debt for Growth and Succession

Schwab Raises AUM Threshold for Investment Advisors in Client Referral P...

December 18th, 2025
Charles Schwab has increased the minimum assets under management (AUM) required for independent investment advisers participating in its Schwab Adv...

Read More about Schwab Raises AUM Threshold for Investment Advisors in Client Referral Program

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 ...

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

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.

Read More about Strategic Partnerships and Referrals Drive Growth

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...

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

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 ...

Read More about Commonwealth Advisor Exodus Accelerates After LPL Acquisition

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 ...

Read More about Advisors Expand Concierge Services to Compete for Ultra-Wealthy Clients

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 ...

Read More about Why Mid-Career Advisors Benefit From Partial Firm Sales and Equity Rollovers

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...

Read More about Holiday Strategies That Help Advisors Build Client Loyalty

About Us
Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
Follow Us
Continue to prosper. Keep up with us on social media.
  • facebook
  • google
Contact Us
Copyright 2026 Powered by Epic Web Studios
Home
About
How Can We Help?
FAQs
Blog
Contact