Financial Advisor Blog - Page 9 - Financial Advisor Transitions

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Certified Financial Planner Numbers Surge Across the U.S., with Growth C...

March 14th, 2025

The number of Certified Financial Planners (CFPs) in the United States climbed significantly last year, surpassing 100,000 for the first time. Fina...

Edward Jones Expands Services for High-Net-Worth Clients with Generation...

March 12th, 2025

Edward Jones is introducing a new private client service tailored exclusively for high-net-worth individuals in the United States. The program, cal...

Wealth Management Faces Urgent Need for More Financial Advisors

March 11th, 2025

According to Financial Planning, the demand for financial advisors is surging, but the wealth management industry is struggling to keep pace with h...

Goldman Sachs Pushes Staff Relocations to Cut Costs

March 10th, 2025

Goldman Sachs is urging some employees to relocate from major financial hubs like New York and London to lower-cost cities such as Dallas and Salt ...

Ocean Heights Becomes Mariner's First Full Integration

March 7th, 2025

Mariner Wealth Advisors has completed its first transition of a firm from its independent advisor platform to full integration within Mariner, acco...

Advisor Recruiting heats Up Amid High Demand and Limited Supply

March 6th, 2025

The demand for experienced financial advisors has surged, making recruiting more competitive than ever.

Goldman Sachs Plans Spring Workforce Reduction, Targeting Vice Presidents

March 5th, 2025

Goldman Sachs is preparing for its annual workforce reduction, planning to cut between 3 percent and 5 percent of its employees this spring, as rep...

LPL Financial Plans $4 Billion Capital Raise to Fund Strategic Growth Push

March 4th, 2025

LPL Financial has taken a significant step toward raising $4 billion in fresh capital, filing an S-3 registration statement with the Securities and...

The Rising Cost of Advisor Recruiting in a Competitive Market

March 3rd, 2025

The battle for financial advisors has intensified, with firms paying hefty sums to attract and retain top talent.

RBC Wealth Management Reports Strong U.S. Growth in First Quarter

February 28th, 2025

Royal Bank of Canada (RBC) reported a 7 percent year-over-year increase in revenue for its U.S. wealth management division, driven by net asset inf...

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Blog

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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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