Financial Advisor Blog - Page 91 - Financial Advisor Transitions

LPL Launches Paraplanning Unit

April 22nd, 2022

According to InvestmentNews, LPL Financial has instituted a financial planning service for use by its affiliated and employee representatives.

2022 Top Ranked Firms Based On Advisor Satisfaction

April 20th, 2022

According to J.D. Power's 2022 U.S. Full Service Investor Satisfaction Study, investors value the digital channels their financial advisors provide...

Wells Fargo: Annualized Revenue Per Advisor Rises As Headcount Slips

April 19th, 2022

Wells Fargo & Co. reported that its financial advisor headcount continued to decline during the first three months of 2022. However, its annualized...

Recruiting Wars Intensify As Firms Search for the Best Women Advisors

April 18th, 2022

According to recruiters, competition for hiring female advisors among wealth management firms has become so intense that it has prompted better off...

Financial Literacy Among American Adults Very Low

April 15th, 2022

According to a study conducted jointly by the TIAA Institute and the Global Financial Literacy Excellence Center, more U.S. adults have a very low ...

Merrill Lynch Tells Advisors to "Return to Culture"

April 14th, 2022

Andy Sieg, President of Merrill Lynch Wealth Management wants advisors to do more than simply return to the office. Instead, he wants them to "retu...

A $ 2.7 Million UBS Manager Wooed By Wells Fargo

April 13th, 2022

Wells Fargo continues to intensify its recruiting efforts, and it has attracted some multi-million-dollar producers from its competitors to show fr...

100% of Merrill Advisors To Be Added to Teams By 2030

April 12th, 2022

Merrill Lynch will begin to phase out the number of sole practitioners at the firm. According to Andy Sieg, president of the firm, "Clients simply ...

The Monte Carlo Simulation

April 11th, 2022

Monte Carlo simulations project what a client's performance may be in the future based on assumptions of projected returns from different asset cla...

Advisor Teams Depart Wirehouses for Dynasty Financial Partners and LPL F...

April 8th, 2022

Breakaway teams from Merril Lynch, UBS, and Morgan Stanley have left their wirehouses, according to AdvisorHub. Recently, a four-person Philadelph...