Wells Fargo Advisors Imposes New Charge for Advisory Accounts

April 16th, 2024
According to the presentation viewed by AdvisorHub, commencing on July 1, Wells will levy an "advisory platform adjustment" of four basis points a...

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LPL Financial's Acquisition of Atria Wealth Solutions: A Complex Integra...

April 15th, 2024
LPL Financial's acquisition of Atria Wealth Solutions Inc.'s network of firms, comprising 2,400 financial advisors across seven broker-dealers, pre...

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AmeriFlex Group's Innovative Programs Drive Strong Growth

April 12th, 2024
AmeriFlex Group celebrates its success in attracting advisors and achieving robust growth in its hybrid RIA business through innovative programs, a...

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Cetera Financial Group Consolidates RIAs

April 11th, 2024
Cetera Financial Group has announced the deresignation of one of its RIAs, Cetera Advisors, effectively merging it into Cetera Investment Advisers.

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Challenges Confront Wirehouses as Financial Advisors Consider Independence

April 10th, 2024
As reported by FinancialPlanning.com, a significant majority of wirehouse advisors find their compensation plans overly complex, with nearly half e...

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Financial Advisors Share Tips for Delivering Painful Truths

April 9th, 2024
FinancialPlanning.com recently addressed how financial advisors should handle the task of delivering unwelcome news to clients.

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Broker-Dealers Employ New Bonuses to Boost Advisory Asset Growth

April 9th, 2024
Broker-dealers are unveiling fresh strategies to attract clients' advisory assets and incentivize financial advisors this spring.

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Financial Advisors' Fee-for-Service Model Sees Fee Increase in 2023

April 5th, 2024
WealthManagement.com reports that financial advisors utilizing a fee-for-service model raised their charges in 2023 compared to the previous year.

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FINRA Arbitration Decision Sparks Potential Wave of Deferred Compensatio...

April 4th, 2024
A recent FINRA arbitration ruling in favor of seven former Morgan Stanley advisors could signal significant implications for a broader group of ex-...

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Sequoia Financial Group Expands with Acquisition of AltruVista RIA Firm

April 3rd, 2024
Sequoia Financial Group has bolstered its presence by acquiring AltruVista, a Houston-based registered investment advisor (RIA) firm.

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Blog

NASAA Approves Amendments to REIT Guidelines to Strengthen Investor Prot...

September 11th, 2025
The North American Securities Administrators Association (NASAA) has approved sweeping amendments to its Statement of Policy Regarding Real Estate ...

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Tips to Build Relationships at Nonprofit Events

September 10th, 2025
September marks the unofficial start of gala season in the nonprofit sector, bringing together high-net-worth individuals, community leaders, and p...

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Next-Generation Investors Poised to Leave Advisors Amid Wealth Transfer

September 9th, 2025
Years of effort by financial advisors to retain younger heirs during the "great wealth transfer" have yet to produce the intended results.

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