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Edward Jones Co. Grants "Profile Interests" to Non-Partner Advisors
January 19th, 2024
Edward Jones & Co. has disclosed details about its newly established "profits interest" awards designed to retain its top advisors.
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4 Key Traits Shared by Future Leaders in the RIA Landscape
January 18th, 2024
Financial advisors have a vast market to infiltrate over the next decade, with over seven million more Americans aged 45 to 60 than those aged 60 t...
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Savant Wealth Management Expands Presence in Florida with Acquisition of...
January 17th, 2024
Savant Wealth Management has completed its fourth acquisition in just over a month, acquiring FirstWave Financial, a registered investment advisory...
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Citizens Financial Group Taps Former First Republic Recruiting Executive
January 16th, 2024
Citizens Financial Group has enlisted the expertise of Thomas B. Metzger, a former executive from First Republic, to spearhead its expansion into r...
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Snowden Lane Expands in Florida by Opening Second Office There
January 15th, 2024
Snowden Lane Partners has opened another office in Florida, bringing its total nationwide to fifteen offices.
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UBS Shifts from Salary Guarantees to Performance-Based Bonuses
January 12th, 2024
UBS Wealth Management USA is set to adjust a key feature in its recruiting deals for experienced financial advisors, according to AdvisorHub.
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Osaic Completes Acquisition of Lincoln Financial Advisors in Strategic Move
January 11th, 2024
Osaic Inc., formerly Advisor Group, has announced its acquisition of Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., colle...
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Edward Jones Pilots Collaborative Model for Outside Advisors Nearing Ret...
January 10th, 2024
Edward Jones has introduced a team approach allowing experienced advisors to co-locate and share clients.
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B. Riley Addresses Investors Amidst Challenges in Deals, Profits and Sto...
January 9th, 2024
B. Riley Financial Inc. is facing challenges as its shares have plunged over 50% since mid-July.
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2023 Reading List: Essential Books for Financial Advisors
January 8th, 2024
FinancialPlanning.com has compiled a 2023 book list tailored for financial advisors to close out the year.
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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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