Financial Advisor Blog - Page 47 - Financial Advisor Transitions

Confidence in Investing Rises, Along with Desire to Meet with Financial ...

June 26th, 2024

According to Allianz Life's 2024 Q2 Quarterly Market Perceptions Study, Americans are feeling more comfortable about investing compared to last yea...

Wealth.com Launches Family Office Suite for High-Net-Worth Clients

June 25th, 2024

Wealth.com has introduced its new "Family Office Suite" tailored specifically for firms that cater to high- and ultra-high-net-worth clients.

JPMorgan Chase Expands in South Florida to Capitalize on Wealth Boom

June 24th, 2024

According to AdvisorHub, JPMorgan Chase & Co is significantly expanding its presence in Miami and Palm Beach, aiming to tap into South Florida's gr...

Growing Interest in Private Markets Among Advisors and Clients

June 20th, 2024

A recent survey by Hamilton Lane reveals that over 90 percent of financial advisors allocate client capital to private markets, with nearly all pla...

Key Strategies to Mitigate Risks in Financial Advisory Practices

June 19th, 2024

WealthManagement.com has compiled a list of key strategies for running a successful financial advisory business.

UK Faces Major Loss of Millionaires in 2024

June 18th, 2024

The UK expects an unprecedented net loss of 9,500 millionaires in 2024, a figure second only to China and more than double the 4,200 who left last ...

UHNW Market Remains Difficult to Reach

June 17th, 2024

Capgemini's recent World Wealth Report highlights that the ultra-high-net-worth segment, defined as those with over $30 million in investable asset...

The Rise of Team-Based Practices in Wealth Management

June 14th, 2024

The evolving wealth management landscape has seen a significant shift towards team-based advisory practices, which are proving to be more effective...

Summit Trail Advisors Expands with Acquisition

June 13th, 2024

According to Barron's, Summit Trail Advisors, a boutique wealth management firm with $18 billion in client assets, has announced the acquisition of...

American College to Launch New Tax-Focused Certification for Financial A...

June 12th, 2024

The American College of Financial Services is set to launch a new certification program aimed at equipping financial advisors with advanced tax pla...