Financial Advisor Blog - Page 3 - Financial Advisor Transitions

Solo Financial Advisors Defy Consolidation Trends and Drive Strong Produ...

April 7th, 2026

Solo financial advisors continue to push back against consolidation across the wealth management industry, maintaining a meaningful and profitable ...

Blue Owl Faces Surge in Redemptions as Private Credit Pressures Mount

April 6th, 2026

Blue Owl Capital Inc.

AI Boosts Efficiency in Wealth Management Without Expanding Advisor Work...

April 3rd, 2026

Artificial intelligence (AI) continues to gain traction across wealth management, but firms are not using the technology to increase advisor worklo...

RIA Dealmakers Rework Earn-Out Structures Amid Market Uncertainty

April 1st, 2026

Earn-out structures in registered investment advisor transactions have become a central point of negotiation as market volatility reshapes deal ter...

Edward Jones Sees Rise in Advisor Departures

March 26th, 2026

Edward Jones experienced a notable increase in advisor departures in 2025, driven largely by long-tenured professionals exiting the industry, accor...

UBS Escalates Recruiting Battle With Record Advisor Compensation Package

March 25th, 2026

UBS Wealth Management USA has launched an aggressive recruiting initiative aimed at reversing ongoing advisor departures, according to AdvisorHub.

UBS Secures U.S. National Banking Charter to Expand Wealth Management St...

March 20th, 2026

UBS has obtained approval for a U.S.

JPMorgan Launches Athlete Advisory Council to Expand Wealth Management S...

March 19th, 2026

JPMorgan Chase & Co.

Fee-for-Service Financial Planning Gains Ground as Advisors Scale Client...

March 18th, 2026

Financial advisors and broker-dealers increasingly adopted fee-for-service pricing models in 2025 as firms expanded access to financial planning an...

Edelman Financial Engines Commits $175 Million in Equity to Financial Pl...

March 17th, 2026

Edelman Financial Engines (EFE), one of the largest registered investment advisors in the country, announced a $175 million equity commitment that ...