Financial Advisor Blog - Page 14 - Financial Advisor Transitions

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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.

Are Private Investments Still Necessary for Portfolio Protection in 2025?

December 19th, 2024

In 2022, financial advisors increasingly turned to alternative investments as public markets experienced historic losses.

How Wealth Management Will Evolve Under Trump's 2025 Administration

December 18th, 2024

Financial Planning has outlined significant financial trends and policy shifts anticipated under the Trump administration and a GOP-controlled Cong...

Paul Atkins' SEC Chair Nomination Sparks Debate Over Future of Regulation

December 17th, 2024

Paul Atkins, President-elect Donald Trump's nominee for Chair of the Securities and Exchange Commission (SEC), has received mixed reactions from fi...

Retirement Savings Reach Record Highs: $1 Million Needed in 23 States

December 16th, 2024

Retirement is becoming more expensive than ever. A new analysis by GOBankingRates reveals that 23 states now require at least $1 million in savings...

UBS Restructures U.S. Wealth Management Division

December 13th, 2024

UBS Group AG has restructured its U.S. wealth management division to boost profitability and support its growth strategy in a critical market.

Morgan Stanley's Wealth Strategy: Balancing Investment and Growth

December 12th, 2024

Morgan Stanley's wealth management division, valued at $6 trillion, focuses on reinvestment to enhance client services, including trading systems, ...

Debt Management Remains a Key Challenge for Americans in 2025

December 11th, 2024

InvestmentNews reports that financial anxiety looms, with 90 percent of Americans expressing concern about excessive financial burdens and insuffic...

Wealth Management Industry Faces Rapid Consolidation

December 10th, 2024

The independent wealth management sector is undergoing a dramatic transformation as consolidation accelerates. Mergers, acquisitions, and the growi...

Arc Private Wealth Joins Kestra Financial Following Recapitalization Eff...

December 9th, 2024

Arc Private Wealth, a $427 million firm, has left Edward Jones to affiliate with Kestra Private Wealth Services, a subsidiary of Kestra Financial.

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Blog

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JP Morgan Seeks Restraining Order Against Ex-Advisor Accused of Soliciti...

July 16th, 2025

JPMorgan Chase is asking a Nevada federal court to block a former advisor from allegedly soliciting its clients to follow her to a new firm.

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...

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