Financial Advisor Blog - Page 7

UBS Secures U.S. National Banking Charter to Expand Wealth Management St...

March 20th, 2026
UBS has obtained approval for a U.S.

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JPMorgan Launches Athlete Advisory Council to Expand Wealth Management S...

March 19th, 2026
JPMorgan Chase has launched an Athlete Advisory Council chaired by Dwyane Wade, with members including Tom Brady, Alex Morgan, and Megan Rapinoe, t...

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Fee-for-Service Financial Planning Gains Ground as Advisors Scale Client...

March 18th, 2026
Financial advisors and broker-dealers increasingly adopted fee-for-service pricing models in 2025 as firms expanded access to financial planning an...

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Edelman Financial Engines Commits $175 Million in Equity to Financial Pl...

March 17th, 2026
Edelman Financial Engines (EFE), one of the largest registered investment advisors in the country, announced a $175 million equity commitment that ...

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Operational Demands Continue to Strain Financial Advisors' Time

March 16th, 2026
Administrative responsibilities and operational complexity continue to consume a growing share of financial advisors' workdays, limiting the time t...

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Mariner Expands Insurance Capabilities with Acquisition of Cowell Insura...

March 13th, 2026
Mariner has acquired Cowell Insurance Services as the firm continues expanding its advisory platform, according to Business Insurance.

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Morgan Stanley Cuts Approximately 3 Percent of Workforce

March 12th, 2026
Morgan Stanley has begun reducing its workforce by roughly 3 percent, affecting employees across several divisions of the firm, according to Adviso...

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Advisor Departures from Edward Jones Reach Five Year High

March 11th, 2026
Advisor attrition at Edward D.

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Research Identifies Key Drivers of Financial Advisor Well Being

March 10th, 2026
Financial advisor well being often peaks when professionals maintain manageable client relationships, work with strong internal support teams, and ...

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Fidelity Introduces Model Portfolios and Training Program to Expand Inve...

March 9th, 2026
Fidelity Investments has launched two new suites of turnkey model portfolios along with an expanded education program aimed at helping wealth manag...

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