Financial Advisor Blog - Page 38 - Financial Advisor Transitions

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...

Hedge Fund Baupost Group Restructures, Cuts 19% of Investing Team

June 28th, 2024

Seth Klarman's Baupost Group recently underwent the largest personnel reduction in its 42-year history, dismissing approximately 19 percent of its ...

Former Sanctuary Wealth CEO Launches New Investment Venture

June 27th, 2024

Jim Dickson, previously the CEO of Sanctuary Wealth, now is focused on investing in registered investment advisory (RIA) firms.

Confidence in Investing Rises, Along with Desire to Meet with Financial ...

June 26th, 2024

According to Allianz Life's 2024 Q2 Quarterly Market Perceptions Study, Americans are feeling more comfortable about investing compared to last yea...

Wealth.com Launches Family Office Suite for High-Net-Worth Clients

June 25th, 2024

Wealth.com has introduced its new "Family Office Suite" tailored specifically for firms that cater to high- and ultra-high-net-worth clients.