Financial Advisor Blog - Page 24 - Financial Advisor Transitions

CFP Board to Examine How to Navigate AI's Role in Financial Planning

June 19th, 2025

The CFP Board recently launched an AI Working Group to examine how artificial intelligence can enhance financial planning while preserving the prof...

LPL Financial Leads Industry in Aggressive Advisor Recruiting

June 18th, 2025

In the fiercely competitive world of wealth management, few firms have leaned into advisor recruiting as aggressively as LPL Financial, according t...

UBS to Overhaul Broker Compensation Amid Rising Attrition

June 17th, 2025

According to AdvisorHub, UBS Group Chief Financial Officer Todd Tuckner reaffirmed the firm's commitment to reshaping broker compensation as part o...

Why More Advisors are Outsourcing Investment Management to Wrap Programs

June 16th, 2025

The financial planning landscape continues to evolve, and for a growing number of advisors, managing client investments no longer is a priority.

Advisors are Demanding That Broker-Dealers Evolve

June 13th, 2025

Independent financial advisors no longer hesitate to move when their broker-dealer stops meeting their needs. In today's market, advisors seek an e...

Financial Advisor Pay is Rising Fast

June 12th, 2025

A new report from SmartAsset reveals that the largest increases in financial advisor compensation are happening far from New York's Financial Distr...

How Wealth Managers Can Build High-Net-Worth Pipelines Through COI Refer...

June 11th, 2025

According to Financial Advisor News, organic growth remains one of the most effective paths to building a high-net-worth ("HNW") practice.

Commonwealth Financial Network Partners with Wealth.com

June 10th, 2025

Commonwealth Financial Network has announced a new partnership with Wealth.com, integrating the estate planning platform into its advisor services ...

Major Wall Street Firms Move Forward with Hundreds of Job Cuts

June 9th, 2025

Three of Wall Street's biggest names - Morgan Stanley, Goldman Sachs, and JPMorgan Chase - are pressing ahead with layoffs this month, trimming hun...

Affluent Investors Favor Fee-Based Planning But Demand for Flexible Comp...

June 6th, 2025

According to ThinkAdvisor, a new study from Cerulli Associates reveals that while affluent investors increasingly prefer fee-based financial advice...