Financial Advisor Blog - Page 30 - Financial Advisor Transitions

UBS Faces Advisor Exodus Amid Compensation Plan Changes

March 24th, 2025

UBS is bracing for a significant loss of financial advisors in the United States following controversial changes to its compensation structure.

Financial Advisor Movement in 2024 Remains Steady Amid Industry Shifts

March 21st, 2025

In 2024, 9,615 financial advisors with more than three years of industry experience changed firms, according to Diamond Consultants' latest Advisor...

Morgan Stanley to Cut 2,000 Jobs in Cost-Saving Effort

March 20th, 2025

Morgan Stanley plans to eliminate approximately 2,000 positions later this month, marking the first major workforce reduction under Chief Executive...

AdviceOnly Introduces a Flat-Fee Model to Reshape RIA Industry

March 19th, 2025

A new registered investment advisory (RIA) firm, AdviceOnly, is challenging the traditional fee structures in financial planning.

Edward Jones Reconstructs Home Office Amid Efforts to Enhance Efficiency

March 17th, 2025

Edward Jones has initiated a multi-year restructuring of its home office operations in St. Louis. This effort, known as "Enterprise Reimagined," ai...

Certified Financial Planner Numbers Surge Across the U.S., with Growth C...

March 14th, 2025

The number of Certified Financial Planners (CFPs) in the United States climbed significantly last year, surpassing 100,000 for the first time. Fina...

Edward Jones Expands Services for High-Net-Worth Clients with Generation...

March 12th, 2025

Edward Jones is introducing a new private client service tailored exclusively for high-net-worth individuals in the United States. The program, cal...

Wealth Management Faces Urgent Need for More Financial Advisors

March 11th, 2025

According to Financial Planning, the demand for financial advisors is surging, but the wealth management industry is struggling to keep pace with h...

Goldman Sachs Pushes Staff Relocations to Cut Costs

March 10th, 2025

Goldman Sachs is urging some employees to relocate from major financial hubs like New York and London to lower-cost cities such as Dallas and Salt ...

Ocean Heights Becomes Mariner's First Full Integration

March 7th, 2025

Mariner Wealth Advisors has completed its first transition of a firm from its independent advisor platform to full integration within Mariner, acco...