Financial Advisor Blog - Page 30 - Financial Advisor Transitions

Edward Jones Sees Advisor Growth Amid Rising Attrition and Strategic Shifts

August 14th, 2024

Edward Jones continues to expand its advisor roster, showing a 4 percent year-over-year increase.

Breaking Up the Team: Why Advisors are Leaving Longtime Partners

August 13th, 2024

The financial services industry is witnessing a noticeable trend: advisors increasingly are leaving their long-standing teams, including family mem...

Debunking Common Investment and Financial Planning Myths

August 9th, 2024

Investment and financial planning often come with conventional wisdom that, while widely accepted, doesn't always hold up under scrutiny. In this a...

The Complex Impact of Remote Work on Wealth Management

August 8th, 2024

According to Wealth Solutions Report, the COVID-19 pandemic significantly altered the wealth management industry, reshaping office culture and clie...

Willow Aims to Revolutionize Financial Advisory Services for Women and N...

August 7th, 2024

Willow, an innovative wealth tech platform, is attempting to reshape how financial advisors connect with women and NextGen investors.

Wells Fargo Faces Class Actions Lawsuit Over Cash Sweep Program Interest...

August 5th, 2024

Wells Fargo Advisors has been hit with a class action lawsuit over the interest rates it offers in its cash sweep program, despite recent rate incr...

Effective Client Onboarding: Laying the Foundation for a Successful Fina...

August 2nd, 2024

Financial Planning has published a list of onboarding questions to ask clients to effectively begin the financial planning process.

Why Investors Stay: The Emotional and Financial Motivations Behind Loyal...

August 1st, 2024

Research from Morningstar reveals that investors' loyalty to their financial advisors is driven more by emotional reasons than financial returns.

FINRA's 2024 Industry Snapshot: Key Takeaways

July 31st, 2024

The Financial Industry Regulatory Authority (FINRA) has unveiled its 2024 Industry Snapshot, a comprehensive statistical report detailing the curre...

Michael Kitces on the Future of Financial Advice

July 30th, 2024

At the recent Morningstar Investment Conference, renowned blogger and speaker Michael Kitces led an insightful session on the evolving state of fin...