Financial Advisor Blog - Page 25 - Financial Advisor Transitions

Merrill Remains Consistent with 2025 Advisor Compensation Plan

October 28th, 2024

Merrill Lynch announced it will not make significant changes to its advisor compensation plan for 2025, according to Co-Head Eric Schimpf.

Rockefeller Global Family Office Expands with Major Merrill Lynch Team A...

October 25th, 2024

According to AdvisorHub, Rockefeller Global Family Office recently secured a 16-person team from Merrill Lynch, led by Christopher A. DiMedio, in a...

CFP Board Adjusts Advertising Campaign Following Criticism from Financia...

October 24th, 2024

The Certified Financial Planner (CFP) Board of Standards recently made significant changes to its "Quite Possibly the Perfect Job" advertising camp...

Wells Fargo Advisors Phases Out Producing Manager Roles in Key Markets

October 23rd, 2024

Wells Fargo Advisors has mandated that producing managers in major markets choose between managing client assets or overseeing branch offices.

Wells Fargo Advisors Outlines 2025 Compensation Plan

October 22nd, 2024

Wells Fargo Advisors announced its 2025 compensation plan for advisors, emphasizing stability while introducing incremental changes aimed at growth.

Merrill Lynch Wealth Management Reports Strong Q3 Client Growth and Reco...

October 21st, 2024

Merrill Lynch Wealth Management added nearly 4,800 net new clients in the third quarter, holding steady with prior periods despite a quieter summer...

Carson Group Acquires Sweet Financial Partners, Adding $1 Billion in New...

October 18th, 2024

Carson Group announced its acquisition of Sweet Financial Partners, a Minnesota-based firm with $1 billion in assets under administration.

Charles Schwab to Launch Alternative Investments Platform for High-Net-W...

October 17th, 2024

The platform, created in partnership with iCapital, will provide access to a curated selection of third-party alternative investment funds, includi...

CFP Board's Ad Campaign Draws Industry Backlash

October 16th, 2024

The CFP Board's recent digital campaign, "Quite Possibly the Perfect Job", aimed at drawing students to the financial advisory profession, has spar...

Base Pay Breakdown for $2M Producers

October 15th, 2024

Financial Planning has recently released its annual analysis of base compensation for financial advisors generating $2,000,000 in annual production...