Financial Advisor Blog - Page 31 - Financial Advisor Transitions

Advisor Recruiting heats Up Amid High Demand and Limited Supply

March 6th, 2025

The demand for experienced financial advisors has surged, making recruiting more competitive than ever.

Goldman Sachs Plans Spring Workforce Reduction, Targeting Vice Presidents

March 5th, 2025

Goldman Sachs is preparing for its annual workforce reduction, planning to cut between 3 percent and 5 percent of its employees this spring, as rep...

LPL Financial Plans $4 Billion Capital Raise to Fund Strategic Growth Push

March 4th, 2025

LPL Financial has taken a significant step toward raising $4 billion in fresh capital, filing an S-3 registration statement with the Securities and...

The Rising Cost of Advisor Recruiting in a Competitive Market

March 3rd, 2025

The battle for financial advisors has intensified, with firms paying hefty sums to attract and retain top talent.

RBC Wealth Management Reports Strong U.S. Growth in First Quarter

February 28th, 2025

Royal Bank of Canada (RBC) reported a 7 percent year-over-year increase in revenue for its U.S. wealth management division, driven by net asset inf...

How Financial Advisors Can Retain Clients Amid the $39 Trillion Wealth T...

February 27th, 2025

According to Cerulli Associates, Generation X is poised to surpass baby boomers as the wealthiest generation. An estimated $39 trillion is expected...

LPL Financial Increases Advisor Loans Amid Aggressive Expansion

February 26th, 2025

LPL Financial significantly has increased its use of advisor loans to attract and retain financial professionals.

Texas Lifts Ban on Financial Advisor Testimonials, Aligning with SEC Mar...

February 24th, 2025

The Texas State Securities Board has approved a rule change allowing state-registered financial advisers to post client testimonials and five-star ...

Raymond James' Growth Strategy: Balancing Expansion with Advisor Support

February 19th, 2025

Raymond James continues to see impressive growth. According to ThinkAdvisor, Raymond James is reporting a nearly 20 percent year-over-year increase...

Enhancing Client Experience: Moving Beyond Efficiency to Enduring Relati...

February 18th, 2025

For years, Absolute Engagement has analyzed insights from high-net-worth investors to better understand their evolving expectations in advisory rel...