Financial Advisor Blog - Page 16 - Financial Advisor Transitions

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What Investors Want: Key Factors That Build or Break Advisor Relationships

March 26th, 2025

A recent survey by CapIntel, a B2B fintech firm, sheds light on what investors prioritize in their relationships with financial advisors and the ke...

Edward Jones Reduces Branch Offices as Advisors Embrace Teaming

March 25th, 2025

Edward D. Jones & Co. has reduced its number of branch offices by nearly 5 percent, dropping from almost 16,000 to just under 15,200 in the past ye...

UBS Faces Advisor Exodus Amid Compensation Plan Changes

March 24th, 2025

UBS is bracing for a significant loss of financial advisors in the United States following controversial changes to its compensation structure.

Financial Advisor Movement in 2024 Remains Steady Amid Industry Shifts

March 21st, 2025

In 2024, 9,615 financial advisors with more than three years of industry experience changed firms, according to Diamond Consultants' latest Advisor...

Morgan Stanley to Cut 2,000 Jobs in Cost-Saving Effort

March 20th, 2025

Morgan Stanley plans to eliminate approximately 2,000 positions later this month, marking the first major workforce reduction under Chief Executive...

AdviceOnly Introduces a Flat-Fee Model to Reshape RIA Industry

March 19th, 2025

A new registered investment advisory (RIA) firm, AdviceOnly, is challenging the traditional fee structures in financial planning.

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...

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Ameriprise CEO Warns Competitors May be Overpaying to Recruit Advisors

November 7th, 2025

Ameriprise CEO James Cracchiolo questioned how long rival firms can sustain what he described as "very high prices" to attract financial advisors, ...

RIA Mergers Surge to Record Levels as Lower Rates and Private Equity Dri...

November 6th, 2025

Registered investment advisor (RIA) merger and acquisition activity has reached historic levels in 2025, with 273 transactions year-to-date.

Tharimmune Secures $540 Million in Private Placement to Support Canton N...

November 5th, 2025

Tharimmune, Inc. announced that it has entered into subscription agreements with institutional and accredited investors for a private placement off...

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