Financial Advisor Blog - Page 3 - Financial Advisor Transitions

Using Portfolio Reviews as a Business Development Tool

January 16th, 2026

Financial Advisor News reports that a well-run portfolio review does more than revisit past performance. It opens the door to meaningful conversati...

Dementia as a Business Risk

January 15th, 2026

Advances in medicine have extended life expectancy, but increased longevity has introduced a serious and increasingly common risk for closely held ...

Jump's 2026 Financial Advisor Insights Report: What Really Happens in Ad...

January 14th, 2026

The team at Jump, an AI notetaker and meeting automation platform, released its inaugural 2026 Financial Advisor Insights Report after analyzing mo...

Structural Pressure on Wealth Management Model Heading into 2026

January 13th, 2026

The wealth management business model faces mounting pressure as firms enter the new year, according to Oliver Wyman's annual industry outlook.

Thrivent Prioritizes Culture and Technology Over Upfront Pay in Advisor ...

January 12th, 2026

As competition for financial advisor talent intensifies, firms continue to compete on compensation, technology, and support.

Practical New Year's Resolutions That Can Boost Advisor Productivity

January 9th, 2026

ThinkAdvisor has outlined several practical strategies advisors can use as their New Year's resolutions in order to improve productivity and busine...

Advisor Teaming Accelerates Growth but Forces Tradeoffs on Autonomy

January 8th, 2026

Financial advisors increasingly face a defining choice: remain independent or join forces with other practitioners.

Cambridge Takes Minority Stake in AmeriFlex Group to Expand Advisor Succ...

January 7th, 2026

Cambridge announced that it has acquired a strategic minority stake in the AmeriFlex Group, an advisor-owner hybrid registered investment adviser o...

UBS Draws Heavy Demand in $3 Billion AT1 Bond Sale Amid Regulatory Uncer...

January 6th, 2026

UBS Group AG returned to the Additional Tier 1 (AT1) market with a $3 billion bond sale that drew strong investor demand, even as questions linger ...

Recruiting Wars Intensify as Commonwealth Advisors Weigh Options After L...

January 5th, 2026

The planned acquisition of Commonwealth Financial Network by LPL Financial has triggered an aggressive recruiting battle across the independent bro...