Financial Advisor Blog - Page 15 - Financial Advisor Transitions

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The Wealth Management Industry Faces an Advisor Shortage Crisis

February 11th, 2025

According to InvestmentNews, the U.S. wealth management industry is grappling with a growing talent shortage as thousands of financial advisors ret...

Alternative Investments Gain Traction in Wealth Management

February 6th, 2025

Alternative investments are becoming a key component of wealth management portfolios, with the market projected to grow by 17 percent annually thro...

Ameriprise Financial Advisors Achieve Record Productivity

February 5th, 2025

Ameriprise Financial closed out 2024 with record-high advisor productivity, despite only modest growth in its overall headcount amid a fiercely com...

LPL Financial Expands Advisor Base and Assets Amid Competitive Recruitin...

February 4th, 2025

LPL Financial, the largest independent broker-dealer by headcount, continued its rapid expansion in the fourth quarter of 2023, increasing its advi...

The Future of Financial Advisor Fees

February 3rd, 2025

According to InvestmentNews, the financial advice industry is poised for a transformation in how advisors charge clients for services, though the s...

Ameriprise Financial Focuses on Advisor Recruiting for Growth

January 31st, 2025

Ameriprise Financial is prioritizing organic growth by aggressively recruiting experienced financial advisors rather than acquiring asset managemen...

Stifel Reports Strong Fourth Quarter and Record Annual Revenues

January 30th, 2025

Stifel Financial Corp. has posted impressive financial results for the fourth quarter and full year of 2024, showcasing significant revenue and ear...

The Role of AI in Wealth Management

January 29th, 2025

Artificial intelligence (AI) is reshaping the wealth management industry as firms increase technology spending and explore new applications. Accord...

Rethinking Client Acquisition: Why Financial Advisors Must Adapt to Digi...

January 28th, 2025

Financial advisors may be overly reliant on referrals to grow their practices, according to Ficomm Partners' 2024 report, The Great Marketing Misma...

10 Strategies for Effective Follow-Up with Financial Prospects

January 27th, 2025

ThinkAdvisor recently published a list of 10 strategies to follow up effectively with prospective clients in order to convince them to be your clie...

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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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