Financial Advisor Blog - Page 46

UBS Appoints Lane Strumlauf as Florida Market Executive

July 11th, 2024
According to Barron's, UBS announced a leadership change in Florida, appointing Lane Strumlauf as the new market executive.

Read More about UBS Appoints Lane Strumlauf as Florida Market Executive

Former Edward Jones Advisors Launch Uptick Partners Platform

July 10th, 2024
According to WealthManagement.com, three financial advisors who departed Edward Jones in 2023 have founded Uptick Partners, a new platform designed...

Read More about Former Edward Jones Advisors Launch Uptick Partners Platform

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...

Read More about Strategies for Financial Advisors to Navigate the Competitive Landscape

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.

Read More about Good Life Companies Opens Second Headquarters in 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 ...

Read More about Honoring Financial Advisors Who Serve: Stories From the Frontlines

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...

Read More about Robinhood Acquires AI Research Platform Pluto Capital to Enhance Retail Investment Strategies

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 ...

Read More about Family Offices: Leading the Charge in Investment Trends

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...

Read More about Bridging Psychology and Financial Planning: A Growing Trend

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 ...

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

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.

Read More about Former Sanctuary Wealth CEO Launches New Investment Venture

About Us
Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
Follow Us
Continue to prosper. Keep up with us on social media.
  • facebook
  • google
Contact Us
Copyright 2026 Powered by Epic Web Studios
Home
About
How Can We Help?
FAQs
Blog
Contact