Financial Advisor Blog - Page 7 - Financial Advisor Transitions

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Recruiting Battles Heat Up After LPL's Announced Acquisition of Commonwe...

April 14th, 2025

The independent broker-dealer (IBD) landscape is undergoing a seismic shift following LPL Financial's announcement of its planned acquisition of Co...

RIAs Strategize on Alternative Investments at Recent Conference

April 11th, 2025

At the ADISA 2025 Spring Conference in Los Angeles, a panel of registered investment adviser (RIA) executives shared a consistent message.

LPL Financial to Add $16 Billion in Assets from First Horizon Bank

April 10th, 2025

ThinkAdvisor reports that the move follows closely on the heels of LPL's $2.7 billion acquisition of Commonwealth Financial, signaling a period of ...

Wealth Management Evolves: From Rainmaker to Trusted Advisor

April 9th, 2025

At the recent RIA Edge Nashville conference, industry leaders spotlighted a major shift transforming the financial advisor profession.

RIAs Must Rethink Growth Strategies Beyond Referrals, Experts Say

April 8th, 2025

While referrals remain the dominant source of new business, RIA leaders argue that firms must invest in marketing to ensure long-term sustainabilit...

FPA Launches Updated Cybersecurity Certification Program for Financial A...

April 7th, 2025

The Financial Planning Association (FPA) has introduced a new certification program designed to help financial advisors build stronger cybersecurit...

The Value of Advanced Certifications for Financial Advisors

April 4th, 2025

Financial advisors have many certification options available to them, but choosing the right certification can be challenging.

Morgan Stanley Mandates Four-Day Office Return for Advisors

April 3rd, 2025

Morgan Stanley Wealth Management is tightening its return-to-office policy, requiring its 15,000 financial advisors to be in the office at least fo...

LPL Financial to Acquire Commonwealth Financial Network in $2.7 Billion ...

April 2nd, 2025

Barron's reports that LPL Financial has agreed to acquire Commonwealth Financial Network for approximately $2.7 billion in cash. The transaction wi...

Northwestern Mutual Expands Hiring Amid Growing Demand for Financial Adv...

April 1st, 2025

Northwestern Mutual has announced plans to recruit more than 5,000 financial professionals in 2025.

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Page 7 of 85

New Data Highlights Underserved Wealth Markets for Financial Advisors

July 11th, 2025

As organic growth remains a top priority for wealth management firms, advisors are seeking untapped markets where they can expand their client base...

How Wealth Advisors Can Support Clients Through Life's Setbacks

July 10th, 2025

Financial advisors frequently face the question: how involved should I get when a client is going through personal hardship?

Edward Jones' Strategy to Target Wealthier Clients Delivers Record Growth

July 9th, 2025

Edward D. Jones & Co. is seeing tangible returns from its push into the high-net-worth (HNW) market, with a growing number of its advisors achievin...

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