Financial Advisor Blog - Page 34 - Financial Advisor Transitions

Edward Jones Exceeds Growth Goals

January 16th, 2025

According to a recent filing, Edward D. Jones & Co. surpassed its 2024 growth target, increasing headcount by 5 percent.

Benjamin F. Edwards Reaches Milestone with 100 Branches Across 34 States

January 15th, 2025

Benjamin F. Edwards, a multigenerational wealth management firm rooted in St. Louis, Missouri, has reached a major milestone, now operating 100 bra...

Mariner Acquires Cardinal Investment Advisors, Doubling Assts Under Advi...

January 14th, 2025

As reported by ThinkAdvisor, Mariner Wealth Advisors announced its acquisition of Cardinal Investment Advisors, a move that will add $292 billion i...

AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025

The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025

Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025

Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025

According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025

Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025

In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025

The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...