Financial Advisor Blog - Page 21 - Financial Advisor Transitions

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Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025

In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025

The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...

Integrating Tax Services in Wealth Management

January 2nd, 2025

Wealth management firms are expanding their offerings to include tax planning and accounting services to meet growing client demand for comprehensi...

RIA M&A Activity Hits Record Highs in 2024

December 23rd, 2024

WealthManagement reports that mergers and acquisitions (M&A) activity in the registered investment adviser (RIA) sector has reached unprecedented l...

Edward Jones Leads Industry in Certified Financial Planner Designations

December 20th, 2024

Edward D. Jones & Co. has claimed the top spot in the industry for the number of Certified Financial Planner (CFP) designations among its advisors.

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.

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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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