Financial Advisor Blog - Page 4 - Financial Advisor Transitions

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Bluespring Wealth Partners Announces Merger of Partner Firms

March 13th, 2024

Bluespring Wealth Partners, the RIA acquisition arm of Kestra Holdings, has orchestrated a merger between two of its partner firms, Retirement Weal...

RIA Mergers & Acquisitions Spike Following a Slower 2023

March 12th, 2024

The registered investment advisor (RIA) market experienced a slight downturn in deal-making in 2023, marking the first annual decline in merger and...

Building a Legacy: Father-Son Duo in Wealth Management

March 11th, 2024

InvestmentNews recently reported on a father-son duo at UBS to discuss how to ensure a smooth relationship's success.

Wells Fargo Advisors Maintain $2 Billion Recruiting Tab

March 8th, 2024

As reported by AdvisorHub, Wells Fargo Advisors' employee division has kept a steady recruiting tab of over $2 billion in forgivable loans, signali...

Wells Fargo Appoints Erik Karanik to Lead Independent Solutions Division

March 7th, 2024

Wells Fargo has named Erik Karanik, a seasoned employee with over three decades of experience at the firm, the head of independent solutions for it...

UBS Wealth Management USA Shifts Leadership Roles to Drive Growth

March 6th, 2024

UBS Wealth Management USA has changed its leadership team, reassigning several senior managers to oversee niche and diverse client segments and bro...

Cultivating High-Quality Client Referrals

March 5th, 2024

Financial Advisor News conducted research that indicates that advisors can significantly enhance their client referral rates by implementing certai...

New Independent Broker-Dealer Strategy: Buy the Financial Advisors' Busi...

March 4th, 2024

Independent broker-dealers (IBDs) are making significant moves in the mergers and acquisitions market by purchasing registered investment advisors ...

Mastering the Art of Confidence in Job Interviews

March 1st, 2024

In the competitive landscape of job interviews, confidence plays a crucial role in securing your next role.

AmeriFlex Group Expands

February 29th, 2024

AmeriFlex Group, a rapidly expanding network in the financial advisory sector, has recently welcomed a substantial five-advisor team from Centennia...

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Goldman Sachs Transfers Robo-Investing Accounts to Betterment

April 25th, 2024

Goldman Sachs has announced its decision to transfer its robo-invested accounts to financial app company Betterment, marking a further move away fr...

Former First Republic $3.5 Billion Advisor Team Moves from J.P. Morgan t...

April 24th, 2024

Bank of America announced that an advisor team overseeing $3.5 billion in client assets has joined the Merrill Private Wealth Management division f...

JP Morgan Continues Defections by Former First Republic Bank Advisors Co...

April 23rd, 2024

JPMorgan Chase & Co. continues to face advisor defections, with teams departing to Citizens Financial Group, Cresset Capital Management, Wells Farg...

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