Financial Advisor Blog - Page 18 - Financial Advisor Transitions

Page 18 of 89

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.

B. Riley Financial Faces Continued Advisor Departures Amid Financial Tur...

December 6th, 2024

B. Riley Financial Inc. continues to experience advisor departures. InvestmentNews reports, for example, that HudsonPoint Capital, which manages $2...

Page 18 of 89

Blog

Page 18 of 89

NASAA Approves Amendments to REIT Guidelines to Strengthen Investor Prot...

September 11th, 2025

The North American Securities Administrators Association (NASAA) has approved sweeping amendments to its Statement of Policy Regarding Real Estate ...

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.

Page 18 of 89