Financial Advisor Blog - Page 46 - Financial Advisor Transitions

Edward Jones Exceeds Annual Hiring Goal and Introduces New Bonus

December 8th, 2023

Edward D. Jones & Co. announced that the company has exceeded its goal of adding at least 1,500 new advisors this year, with the addition of 1,659 ...

Significant Decline in Non-traded REIT Sales in 2023

December 7th, 2023

This year witnessed a substantial decline in the sales of non-traded real estate investment trusts (REITs), with the industry raising $9 billion th...

Investor Groups Scrutinize FINRA's Proposal Allowing Advisors to Forecas...

December 6th, 2023

The Financial Industry Regulatory Authority (FINRA) proposed expanding exceptions to its rule prohibiting advisors from forecasting future investme...

CFP Board Appoints New Managing Director of Government Relations Department

December 5th, 2023

The Certified Financial Planning ("CFP") Board has announced the promotion of two of its staff members in a recent press release.

$2M Producer's Compensation Packages

December 4th, 2023

Financial Planning annually analyzes base pay for advisors by examining payout rates for those generating $2,000,000 in production in 2023.

How Registered Investment Advisors (RIAs) Strategically Retained Clients...

December 1st, 2023

Amid the significant market decline in 2022, registered investment advisors (RIAs) dedicated substantial efforts throughout the year to retaining c...

$1M Producer's Compensation Packages

November 30th, 2023

Financial Planning annually analyzes base pay for advisors by examining payout rates for those generating $1,000,000 in production in 2023.

Citi Launches Restructuring Effort, Announces Substantial Job Reductions

November 28th, 2023

Citigroup Inc., under the leadership of CEO Jane Fraser, has embarked on a significant restructuring effort, with potential job cuts affecting up t...

Edward Jones Launches Pilot Program for Home Office Financial Planning

November 27th, 2023

Edward D. Jones & Co. is taking steps to modernize its longstanding brokerage force by launching a pilot program.

Top Financial Advisor Compensation Package $600K Producers

November 22nd, 2023

Financial Planning analyzes base pay for advisors annually by examining payout rates.