Financial Advisor Blog - Page 18 - Financial Advisor Transitions

2025 Advisor Pay Snapshot: How Wirehouses and Regional Firms Compare

May 13th, 2025

Financial Planning has released its annual review of base pay for financial advisors at major wirehouses and regional or national broker-dealers, f...

Edward Jones Targets Ultra-High-Net-Worth Clients

May 12th, 2025

Edward D. Jones is taking a decisive step toward serving ultra-high-net-worth clients by expanding its financial planning services and offering acc...

Ameriprise Enters Fierce Recruitment Battle for Commonwealth Advisors

May 9th, 2025

Ameriprise has launched an aggressive recruitment campaign targeting advisors from Commonwealth Financial Network, following LPL Financial's $2.7 b...

Raymond James Expands Centralized Recruiting Support for Independent Adv...

May 8th, 2025

Independent broker-dealers are increasingly adopting full-service firm features to better support their 1099 advisor networks.

Financial Advisors Face Growing Pressure to Lower Fees for High-Net-Wort...

May 7th, 2025

The longstanding industry standard of a 1 percent assets under management (AUM) fee is steadily eroding, particularly among financial advisors serv...

LPL's $2.7B Deal for Commonwealth Aims to Balance Scale with Boutique Cu...

May 6th, 2025

LPL Financial's CEO, Rich Steinmeier, believes his firm is well-positioned to integrate Commonwealth Financial Network, as reported by FinancialPla...

Robinhood's Blurring Line Between Investing and Betting

May 5th, 2025

Robinhood continues to shake up the financial services landscape, but its latest moves have sparked concern among industry professionals who questi...

Subscription-Based Financial Planning Fees See Steady Growth in 2024

May 2nd, 2025

Fee-for-service financial planning models, particularly subscription-based structures, continue to gain traction, according to the newly released 2...

CEO Pay at Top Wealth Management Firms Reflects Industry Priorities and ...

May 1st, 2025

Executive compensation across the largest publicly traded wealth management firms continues be under the microscope – whether as an indicator of ...

RIA Referral Programs Reshape M&A Strategy and Growth Priorities

April 30th, 2025

According to InvestmentNews, as custodians prepare to roll out new referral programs for registered investment advisers (RIAs), existing platforms ...