Financial Advisor Blog - Page 13 - Financial Advisor Transitions

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AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025

The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025

Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025

Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025

According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025

Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025

In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025

The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...

Integrating Tax Services in Wealth Management

January 2nd, 2025

Wealth management firms are expanding their offerings to include tax planning and accounting services to meet growing client demand for comprehensi...

RIA M&A Activity Hits Record Highs in 2024

December 23rd, 2024

WealthManagement reports that mergers and acquisitions (M&A) activity in the registered investment adviser (RIA) sector has reached unprecedented l...

Edward Jones Leads Industry in Certified Financial Planner Designations

December 20th, 2024

Edward D. Jones & Co. has claimed the top spot in the industry for the number of Certified Financial Planner (CFP) designations among its advisors.

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Blog

Page 13 of 85

Why Gen X Holds the Keys to America's Financial Future

July 15th, 2025

For years, financial services firms and consumer brands have focused their attention on Baby Boomers and Millennials, often leaving Generation X in...

Survey Finds Most RIA Owners Lack Formal Succession Plans

July 14th, 2025

A new survey from Kestra Financial reveals a striking gap in succession preparedness among registered investment advisor (RIA) firm owners approach...

New Data Highlights Underserved Wealth Markets for Financial Advisors

July 11th, 2025

As organic growth remains a top priority for wealth management firms, advisors are seeking untapped markets where they can expand their client base...

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