Financial Advisor Blog - Page 44 - Financial Advisor Transitions

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.

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...

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.

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.

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.

New Year's Resolutions to Propel Financial Advisors Forward

January 5th, 2024

As we approach the new year, financial advisors need to consider resolutions that go beyond personal goals and extend to professional growth.

Desire for Utilizing Financial Advisors Clashes with Reality, Allianz St...

January 4th, 2024

The latest annual retirement study by Allianz Life Insurance Co. of North America reveals a notable gap between Americans expressing a desire to wo...

Wells Fargo Advisors Announces Enhanced Compensation for Large Producers...

January 3rd, 2024

Wells Fargo Advisors has revealed its 2024 pay plan for approximately 8,000 financial advisors within the private client group.

Commonwealth's Strategic Shift Toward Home Office Models with Shared Con...

January 2nd, 2024

Commonwealth Financial Network has unveiled its latest offering – the "Select Compass" advisory account.

New Leader Takes the Helm as Head of Wealth Management at Morgan Stanley

December 29th, 2023

Jed Finn is set to assume the role of head of wealth management at Morgan Stanley, with co-president Andy Saperstein confirming the promotion in a ...