Financial Advisor Blog - Page 66

What Financial Advisors Can Learn From Taylor Swift's Business Acumen

September 6th, 2023
Pop sensation Taylor Swift is not just known for her chart-topping music and captivating performances; she has also demonstrated remarkable busines...

Read More about What Financial Advisors Can Learn From Taylor Swift's Business Acumen

Financial Services Industry Expected to Reach $37.5 Trillion by 2027

September 5th, 2023
The latest report from the Business Research Company predicts that the global financial services sector will experience substantial growth in the n...

Read More about Financial Services Industry Expected to Reach $37.5 Trillion by 2027

NASAA Unveils Exam Validity Extension Program

September 1st, 2023
The North American Securities Administrators Association (NASAA) has introduced the Exam Validity Extension Program (EVEP).

Read More about NASAA Unveils Exam Validity Extension Program

UBS Announces Workforce Reduction and Cost Savings Target of $10 Billion

August 31st, 2023
UBS Chief Executive Officer Sergio Ermotti announced that UBS will eliminate approximately 1,000 positions in Switzerland due to overlaps in domest...

Read More about UBS Announces Workforce Reduction and Cost Savings Target of $10 Billion

Retirement-Ready Individuals Prefer Advisors Affiliated with National Firms

August 30th, 2023
Cerulli Associates' research shows that individuals nearing retirement (within a five-year timeframe) increasingly rely on advisors who can provide...

Read More about Retirement-Ready Individuals Prefer Advisors Affiliated with National Firms

Goldman's Former United Capital Unit Finds New Home with Creative Planning

August 29th, 2023
Goldman Sachs Group Inc. has reached an agreement to sell an investment-advisory business targeting the mass-affluent market with approximately $29...

Read More about Goldman's Former United Capital Unit Finds New Home with Creative Planning

LPL Set to Acquire Prudential's $50 Billion Wealth Management Business

August 28th, 2023
LPL Financial Holdings Inc. and Prudential Financial Inc. announced that Prudential will transfer its retail brokerage and investment advisory asse...

Read More about LPL Set to Acquire Prudential's $50 Billion Wealth Management Business

The Factors Behind Client Departure from Their Financial Advisors

August 24th, 2023
Morningstar has released an article entitled, "Why Do Investors 'Break Up' With Their Financial Advisor?"

Read More about The Factors Behind Client Departure from Their Financial Advisors

Schwab's Cost-Cutting Measures: Staff Layoffs and Office Closures Target...

August 23rd, 2023
Charles Schwab has announced plans to reduce its workforce, streamline services, and consolidate office locations, aiming to decrease annual operat...

Read More about Schwab's Cost-Cutting Measures: Staff Layoffs and Office Closures Target $500M in Annual Savings

LPL Study Unveils Strategies to Triple Revenue from $1M to $3M

August 22nd, 2023
LPL Business Solutions conducted a study examining the strategies utilized by top-performing advisors to achieve exceptional business results.

Read More about LPL Study Unveils Strategies to Triple Revenue from $1M to $3M

About Us
Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
Follow Us
Continue to prosper. Keep up with us on social media.
  • facebook
  • google
Contact Us
Copyright 2026 Powered by Epic Web Studios
Home
About
How Can We Help?
FAQs
Blog
Contact