Financial Advisor Blog - Page 59 - Financial Advisor Transitions

JP Morgan Offers Exclusive Retention Deals for First Republic Advisors

May 26th, 2023

To retain the advisors JP Morgan Chase obtained from acquiring First Republic, the bank now offers retention deals to some of the 200 advisors.

Sluggish Start to Advisor Recruitment in 2023

May 25th, 2023

Transitions among advisors remain slow in 2023.

Top 10 Independent Broker-Dealers (IBDs) with Highest Average Payouts in...

May 24th, 2023

InvestmentNews surveyed independent broker-dealers (IBDs) to determine which ones had the highest average payout per representative.

Stifel and Other Large RIA's Place Bids for Silicon Valley Bank's Assets

May 23rd, 2023

According to the Federal Deposit Insurance Corporation (FDIC), Stifel was one of the 20 firms that participated in the bidding process for Silicon ...

Strategies for Retention, Compensation, and Staffing for UHNW Clients

May 22nd, 2023

For Ultra High Net Worth (UHNW) clients, advisors may be interested in Morgan Stanley's recent release of the Estate and Household Staff Compensati...

Unveiling the Top Five Earners: 2023 Highest Paid Broker Executives

May 19th, 2023

Business Insurance.com compiled a comprehensive list of the highest-paid executives at the largest publicly listed insurance brokerages for 2023.

JPMorgan Focuses On Capturing First Republic's Wealthy Clientele

May 18th, 2023

JP Morgan's acquisition of First Republic has led to a significant opportunity to increase the bank's affluent clientele.

Edward Jones Experiences Uptick In Advisor Headcount

May 17th, 2023

Edward Jones is making significant strides in increasing its headcount as it works to meet its annual hiring goal.

First Republic Advisors Express Concern Over Cultural Misalignment Amid ...

May 16th, 2023

The acquisition of First Republic by JP Morgan Chase has not only brought about changes in the financial landscape but has also created a unique si...

LPL's Profits Surge In First Quarter

May 15th, 2023

LPL Financial has experienced a significant profit surge during the first quarter of the year, primarily attributed to higher interest rates and th...