Financial Advisor Blog - Page 29 - Financial Advisor Transitions

FPA Launches Updated Cybersecurity Certification Program for Financial A...

April 7th, 2025

The Financial Planning Association (FPA) has introduced a new certification program designed to help financial advisors build stronger cybersecurit...

The Value of Advanced Certifications for Financial Advisors

April 4th, 2025

Financial advisors have many certification options available to them, but choosing the right certification can be challenging.

Morgan Stanley Mandates Four-Day Office Return for Advisors

April 3rd, 2025

Morgan Stanley Wealth Management is tightening its return-to-office policy, requiring its 15,000 financial advisors to be in the office at least fo...

LPL Financial to Acquire Commonwealth Financial Network in $2.7 Billion ...

April 2nd, 2025

Barron's reports that LPL Financial has agreed to acquire Commonwealth Financial Network for approximately $2.7 billion in cash. The transaction wi...

Northwestern Mutual Expands Hiring Amid Growing Demand for Financial Adv...

April 1st, 2025

Northwestern Mutual has announced plans to recruit more than 5,000 financial professionals in 2025.

Robinhood Expands into Wealth Management with New Advisory Service

March 31st, 2025

Robinhood is expanding beyond online trading with the launch of Robinhood Strategies, an online wealth management service priced at $250 per year o...

Wells Fargo Expands RIA Recruiting Efforts with Key Hires

March 28th, 2025

Wells Fargo & Co.'s wealth and investment management division is strengthening its support for registered investment advisors (RIAs) with the addit...

LPL Financial Reports Record Growth in 2024, Driven by Advisor Expansion...

March 27th, 2025

According to AltsWire, LPL Financial Holdings Inc. reported record-breaking financial results for 2024, fueled by substantial asset growth, a major...

What Investors Want: Key Factors That Build or Break Advisor Relationships

March 26th, 2025

A recent survey by CapIntel, a B2B fintech firm, sheds light on what investors prioritize in their relationships with financial advisors and the ke...

Edward Jones Reduces Branch Offices as Advisors Embrace Teaming

March 25th, 2025

Edward D. Jones & Co. has reduced its number of branch offices by nearly 5 percent, dropping from almost 16,000 to just under 15,200 in the past ye...