Financial Advisor Blog - Page 25 - Financial Advisor Transitions

10 Strategies for Effective Follow-Up with Financial Prospects

January 27th, 2025

ThinkAdvisor recently published a list of 10 strategies to follow up effectively with prospective clients in order to convince them to be your clie...

Schwab Expands Focus on Alternative Investments for Advisors

January 24th, 2025

InvestmentNews reports that Charles Schwab Corp. is refining its approach to alternative investment products for financial advisors, reflecting the...

Wealth Management M&A Activity Rebounds in 2024 with Private Equity Lead...

January 23rd, 2025

The wealth management industry is seeing a resurgence in mergers and acquisitions (M&A) activity in 2024, following a slight decline in 2023, accor...

Wealth Management Firms Push For Growth Through Loans and Alternative In...

January 22nd, 2025

As 2025 begins, major wealth management firms are capitalizing on record-high client assets while pursuing strategies to further drive revenue.

Wells Fargo Expands Brokerage Channels with Focus on Independent Advisors

January 21st, 2025

According to AdvisorHub, Wells Fargo continues to prioritize the growth of its brokerage channels, with a particular emphasis on expanding its inde...

Mesirow Expands Alternate Investment Platform with Bastion Management Ac...

January 20th, 2025

Chicago-based financial services firm Mesirow has acquired Bastion Management, a private credit manager specializing in asset-backed lending.

Financial Advisors Shift Focus to Private Markets in 2025

January 17th, 2025

A recent survey conducted by Blackstone reveals that financial advisors plan to increase client exposure to private markets in 2025, highlighting a...

Edward Jones Exceeds Growth Goals

January 16th, 2025

According to a recent filing, Edward D. Jones & Co. surpassed its 2024 growth target, increasing headcount by 5 percent.

Benjamin F. Edwards Reaches Milestone with 100 Branches Across 34 States

January 15th, 2025

Benjamin F. Edwards, a multigenerational wealth management firm rooted in St. Louis, Missouri, has reached a major milestone, now operating 100 bra...

Mariner Acquires Cardinal Investment Advisors, Doubling Assts Under Advi...

January 14th, 2025

As reported by ThinkAdvisor, Mariner Wealth Advisors announced its acquisition of Cardinal Investment Advisors, a move that will add $292 billion i...