Financial Advisor Blog - Page 48 - Financial Advisor Transitions

UBS Wealth Management Americas faces Profit Decline and Advisor Reduction

February 7th, 2024

UBS Wealth Management Americas encountered significant challenges in the final quarter of the year, with profits plummeting by 72 percent compared ...

Preferred Alternative Investments in the Current RIA Landscape

February 6th, 2024

Advisers emphasize viewing alternatives in the context of their role within clients' overall portfolios, prioritizing their function over the mere ...

JPMorgan's Wealth Management Achieves Record Inflows and Annual Profit H...

February 5th, 2024

In a year marked by JPMorgan's record-breaking annual profits in the banking sector, the financial giant's wealth management business has notched a...

Raymond James CEO Paul Reilly Voices Concerns Over Soaring RIA Prices

February 2nd, 2024

Paul Reilly, CEO of Raymond James, has expressed apprehension about the surging prices associated with Registered Investment Advisor (RIA) roll-ups...

Bernstein Private Wealth Management Aims to Double Managed Assets for Ul...

February 1st, 2024

Bernstein Private Wealth Management, a retail wealth advisory firm under AllianceBernstein, is reorganizing and strengthening its senior leadership...

Cetera Purchases Minority Interest in Wilde Wealth Management

January 31st, 2024

Cetera Financial Group has announced a minority investment in Wilde Wealth Management Group, based in Scottsdale, Arizona.

Merrill Lynch Achieves Record Growth in Client Relationships

January 30th, 2024

Merrill Lynch celebrated a significant surge in client relationships, adding nearly 40,000 new relationships in 2023, marking a remarkable 47 perce...

Edward Jones Achieves Advisor head Count Growth and Corporate Milestones

January 29th, 2024

In its recent SEC filing, Edward Jones & Co. reported significant progress towards its corporate goals, according to an article in AdvisorHub.

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.