Financial Advisor Blog - Page 37 - Financial Advisor Transitions

Words That Differentiate: Enhancing Your Message in Wealth Management

July 23rd, 2024

In a competitive market, how do you differentiate yourself? Effective communication often hinges on the words you choose.

Navigating Succession Planning and Monetization in Wealth Management

July 22nd, 2024

As reported by WealthManagement, succession planning remains a challenging area in wealth management, struggling to keep pace with the industry's g...

Terri Kallsen Elected as 2025 Chair-Elect CFP Board

July 19th, 2024

The Certified Financial Planner Board of Standards has elected Terri Kallsen as its 2025 board chair-elect.

Morgan Stanley Issues $8 Billion in Bonds Amid Strong Investor Demand

July 18th, 2024

Morgan Stanley has entered the US investment-grade market with an $8 billion bond sale, following its recent earnings report. As reported by Adviso...

Wells Fargo Advisors' Strategic Shift to Independent Advisors Pays Off

July 17th, 2024

Wells Fargo Advisors' focus on its independent broker and investment advisor channel is yielding positive results. The shift comes after years of s...

RIA Firm Appoints Director of Senior Living Planning to Enhance Services...

July 16th, 2024

A registered investment advisory firm, GYL Financial Synergies, has taken a novel approach to better serve its aging clients and their families.

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...