Financial Advisor Blog - Page 32 - Financial Advisor Transitions

How Financial Advisors Can Help Clients Manage Spending and Enjoy Life

July 15th, 2024

ThinkAdvisor has compiled ten useful expressions that can help advisors gain clients' buy-in, ensuring they understand and appreciate the value of ...

Financial Services Firms Face Challenges in Retaining Advisors

July 12th, 2024

Financial services firms are under significant pressure to retain advisors as the U.S. advisor population ages, industry consolidation continues, a...

UBS Appoints Lane Strumlauf as Florida Market Executive

July 11th, 2024

According to Barron's, UBS announced a leadership change in Florida, appointing Lane Strumlauf as the new market executive.

Former Edward Jones Advisors Launch Uptick Partners Platform

July 10th, 2024

According to WealthManagement.com, three financial advisors who departed Edward Jones in 2023 have founded Uptick Partners, a new platform designed...

Strategies for Financial Advisors to Navigate the Competitive Landscape

July 9th, 2024

Financial advisors face fierce competition from robo-advisors, self-directed online brokerages, RIAs, and traditional wirehouses. Wealth Management...

Good Life Companies Opens Second Headquarters in Florida

July 8th, 2024

Good Life Companies has announced the opening of a second headquarters in Celebration, Florida.

Honoring Financial Advisors Who Serve: Stories From the Frontlines

July 5th, 2024

In celebration of Independence Day, ThinkAdvisor presented the 13th annual "Advisors Who Serve(d)" compilation, featuring veterans' experiences in ...

Robinhood Acquires AI Research Platform Pluto Capital to Enhance Retail ...

July 3rd, 2024

Robinhood Markets Inc. has announced its acquisition of Pluto Capital Inc., an artificial intelligence research platform, to offer more tailored in...

Family Offices: Leading the Charge in Investment Trends

July 2nd, 2024

According to WealthManagement, institutional family offices are becoming pivotal players in public and private markets, marked by their increasing ...

Bridging Psychology and Financial Planning: A Growing Trend

July 1st, 2024

FinancialPlanning.com recently wrote about how financial planning increasingly incorporates psychological insights, reflecting a broader understand...