Financial Advisor Blog - Page 2 - Financial Advisor Transitions

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Creative Planning's CEO Suggests Going Public May Be Inevitable for Majo...

October 14th, 2025

Creative Planning's rapid expansion to $640 billion in client assets, fueled by its recent acquisition of SageView, has reignited discussion about ...

Wealth Management Firms Prioritize AI Education to Drive Adoption and In...

October 13th, 2025

According to Financial Planning's latest AI Readiness Survey, the top priority for many firms is simple: educating employees about AI.

Advisor Pay for $2 Million Producers

October 3rd, 2025

Financial Planning completes its series on base compensation for advisors at wirehouses and regional or national broker-dealers by analyzing what a...

11 Wealth Preservation Rules Every Advisor Should Understand

October 2nd, 2025

The wealthy tend to share a set of unspoken values that guide how they preserve and grow their assets. While these habits are rarely discussed in p...

Advisor Departures Continue at Commonwealth

October 1st, 2025

Commonwealth Financial Network is seeing a steady stream of advisor departures following LPL Financial's $2.7 billion acquisition, with Kestra Fina...

What $1 Million Producers Can Expect to Earn in 2025

September 30th, 2025

Financial Planning continued its series on base compensation for advisors at wirehouses and regional or national broker-dealers by analyzing what a...

JP Morgan Expands Wealth Services for the Smaller Millionaire

September 29th, 2025

JPMorgan Chase is rolling out a dedicated wealth offering for clients with $1 million to $5 million in assets, marking another step in CEO Jamie Di...

Former Wells Fargo Financial Advisor Fined and Suspended Over Misreprese...

September 26th, 2025

A former Wells Fargo advisor, has agreed to sanctions for misleading her firm about her role in a client-related foundation.

Estate Strategies Gain Traction with Pet Trusts

September 25th, 2025

According to InvestmentNews, Americans spend billions each year caring for their pets, yet many overlook how their companions will be provided for ...

Osaic Unveils New Capital Options to Support Advisor Growth

September 24th, 2025

At its annual conference in San Antonio, Osaic announced a suite of capital-raising programs designed to help advisors fund growth during what exec...

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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...

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