Financial Advisor Blog - Page 2 - Financial Advisor Transitions

M&A Boom Fuels Complex Transitions and New "Merger of Equals" Strategies

November 4th, 2025

The wealth management industry continues to experience a record-breaking surge in mergers and acquisitions in 2025, with dealmakers navigating incr...

Financial Advisors Approach AI with Caution Despite Growing Interest

November 3rd, 2025

Most financial advisors remain hesitant to fully integrate artificial intelligence into their practices, despite acknowledging its potential to str...

Morgan Stanley Expands Private Market Reach with Acquisition of EquityZen

October 31st, 2025

Morgan Stanley announced its agreement to acquire EquityZen, a trading platform specializing in shares of private companies, marking the bank's fir...

UBS Faces $8.6 Billion in Outflows Amid Advisor Departures and Compensat...

October 30th, 2025

UBS Group AG's Americas wealth division reported $8.6 billion in client asset outflows during the third quarter, marking a sharp reversal from $...

Wall Street Set for Record-Breaking Bonus Year as Profits Surge

October 28th, 2025

Wall Street is on track for a historic bonus season as major banks post soaring profits driven by resurgent dealmaking and a booming stock market.

Stifel Exits Independent Brokerage Business, Transferring Unit to Equita...

October 27th, 2025

AdvisorHub reports that the firm will transfer its Stifel Independent Advisors (SIA) unit to Equitable Advisors, according to a source familiar wit...

Wells Fargo Maintains Advisor Compensation Grid for 2026

October 24th, 2025

Wells Fargo will maintain its core compensation structure for financial advisors in its Private Client Group through 2026, marking the fifth consec...

Wells Fargo Targets Margin Growth in Wealth Management Amid Rising Reven...

October 23rd, 2025

Wells Fargo reported improved third-quarter results for its wealth and investment management division but acknowledged that profitability remains b...

Cetera Ups the Ante in Advisor Recruiting Race

October 22nd, 2025

Cetera Financial Group has intensified its efforts to attract top talent, offering recruitment packages that surpass those of competitors such as L...

Hightower Launches Signature Wealth to Expand National Direct-to-Consume...

October 21st, 2025

Hightower has unveiled Hightower Signature Wealth, a new national direct-to-consumer advisory practice marking the firm's next phase of strategic g...