Financial Advisor Blog - Page 52 - Financial Advisor Transitions

Record Number of Certified Financial Planners in the U.S. in 2023

January 23rd, 2024

The Certified Financial Planner Board of Standards reported a record-breaking year for the number of certified financial planner (CFP) professional...

Rockefeller Recruits Merrill Lynch Team with $5 Billion AUM

January 22nd, 2024

Rockefeller Global Family Office recruited a 26-person Merrill Lynch team in Grand Rapids, Michigan, led by Jeffrey Towner, David Lund, Brett Howel...

Edward Jones Co. Grants "Profile Interests" to Non-Partner Advisors

January 19th, 2024

Edward Jones & Co. has disclosed details about its newly established "profits interest" awards designed to retain its top advisors.

4 Key Traits Shared by Future Leaders in the RIA Landscape

January 18th, 2024

Financial advisors have a vast market to infiltrate over the next decade, with over seven million more Americans aged 45 to 60 than those aged 60 t...

Savant Wealth Management Expands Presence in Florida with Acquisition of...

January 17th, 2024

Savant Wealth Management has completed its fourth acquisition in just over a month, acquiring FirstWave Financial, a registered investment advisory...

Citizens Financial Group Taps Former First Republic Recruiting Executive

January 16th, 2024

Citizens Financial Group has enlisted the expertise of Thomas B. Metzger, a former executive from First Republic, to spearhead its expansion into r...

Snowden Lane Expands in Florida by Opening Second Office There

January 15th, 2024

Snowden Lane Partners has opened another office in Florida, bringing its total nationwide to fifteen offices.

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.