Financial Advisor Blog - Page 43 - Financial Advisor Transitions

Stifel Financial Prioritizes Employee Channel Despite Independent Broker...

January 26th, 2024

According to CEO Ron Kruszewski, Stifel Financial has reaffirmed its commitment to the employee channel as the cornerstone of its wealth management...

Profits Decline for Wells Fargo and Bank of America in Q4 2023

January 25th, 2024

The wealth management divisions of Wells Fargo and Bank of America experienced a decline in profits during the fourth quarter of 2023.

Marketing Roles Thrive in Financial Services Despite Industry Job Cuts

January 24th, 2024

According to Fuse Research, marketing positions at investment managers have experienced a 25 percent year-over-year growth in 2023.

Record Number of Certified Financial Planners in the U.S. in 2023

January 23rd, 2024

The Certified Financial Planner Board of Standards reported a record-breaking year for the number of certified financial planner (CFP) professional...

Rockefeller Recruits Merrill Lynch Team with $5 Billion AUM

January 22nd, 2024

Rockefeller Global Family Office recruited a 26-person Merrill Lynch team in Grand Rapids, Michigan, led by Jeffrey Towner, David Lund, Brett Howel...

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.

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...

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...

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...

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.