Financial Advisor Blog - Page 13 - Financial Advisor Transitions

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Edward Jones Reconstructs Home Office Amid Efforts to Enhance Efficiency

March 17th, 2025

Edward Jones has initiated a multi-year restructuring of its home office operations in St. Louis. This effort, known as "Enterprise Reimagined," ai...

Certified Financial Planner Numbers Surge Across the U.S., with Growth C...

March 14th, 2025

The number of Certified Financial Planners (CFPs) in the United States climbed significantly last year, surpassing 100,000 for the first time. Fina...

Edward Jones Expands Services for High-Net-Worth Clients with Generation...

March 12th, 2025

Edward Jones is introducing a new private client service tailored exclusively for high-net-worth individuals in the United States. The program, cal...

Wealth Management Faces Urgent Need for More Financial Advisors

March 11th, 2025

According to Financial Planning, the demand for financial advisors is surging, but the wealth management industry is struggling to keep pace with h...

Goldman Sachs Pushes Staff Relocations to Cut Costs

March 10th, 2025

Goldman Sachs is urging some employees to relocate from major financial hubs like New York and London to lower-cost cities such as Dallas and Salt ...

Ocean Heights Becomes Mariner's First Full Integration

March 7th, 2025

Mariner Wealth Advisors has completed its first transition of a firm from its independent advisor platform to full integration within Mariner, acco...

Advisor Recruiting heats Up Amid High Demand and Limited Supply

March 6th, 2025

The demand for experienced financial advisors has surged, making recruiting more competitive than ever.

Goldman Sachs Plans Spring Workforce Reduction, Targeting Vice Presidents

March 5th, 2025

Goldman Sachs is preparing for its annual workforce reduction, planning to cut between 3 percent and 5 percent of its employees this spring, as rep...

LPL Financial Plans $4 Billion Capital Raise to Fund Strategic Growth Push

March 4th, 2025

LPL Financial has taken a significant step toward raising $4 billion in fresh capital, filing an S-3 registration statement with the Securities and...

The Rising Cost of Advisor Recruiting in a Competitive Market

March 3rd, 2025

The battle for financial advisors has intensified, with firms paying hefty sums to attract and retain top talent.

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Blog

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Tips to Build Relationships at Nonprofit Events

September 10th, 2025

September marks the unofficial start of gala season in the nonprofit sector, bringing together high-net-worth individuals, community leaders, and p...

Next-Generation Investors Poised to Leave Advisors Amid Wealth Transfer

September 9th, 2025

Years of effort by financial advisors to retain younger heirs during the "great wealth transfer" have yet to produce the intended results.

CFP Professional Report Higher Compensation and Strong Career Satisfaction

September 8th, 2025

Financial planners holding Certified Financial Planner (CFP) certification earn more and report stronger career satisfaction than their non-certifi...

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