Financial Advisor Blog - Page 55 - Financial Advisor Transitions

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.

Will Fee-for-Service Reshape the Industry?

November 21st, 2023

AdvicePay, the financial planning workflow platform founded in 2018 by financial advisors Michael Kitces and Alan Moore, has surpassed a milestone ...

LPL Introduces Exclusive Employee Model for Advisors With High-Net-Worth...

November 20th, 2023

LPL Financial has introduced a novel affiliation model tailored to high-net-worth-focused advisors.

UBS Americas Expands Advisor Team and Turns the Tide on Outflows

November 17th, 2023

During the third quarter, UBS Wealth Management Americas saw a positive shift, bringing in a net $300 million in new assets and increasing its advi...