Financial Advisor Blog - Page 1 - Financial Advisor Transitions

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.

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...

Advisor Departures from Edward Jones Reach Five Year High

March 11th, 2026

Advisor attrition at Edward D.

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 ...

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...

Fidelity Posts Record Year as Assets Reach $7.1 Trillion

March 4th, 2026

Fidelity Investments delivered a record performance in 2025, fueled by strong markets and rising interest rates, according to AdvisorHub.

Women Poised to Shape the $105 Trillion Wealth Transfer

March 3rd, 2026

Cerulli Associates estimates that approximately $105 trillion will pass to heirs through 2048, with about $54 trillion flowing to surviving spouses.

Edward Jones Wins Approval to Launch U.S. Bank

March 2nd, 2026

Edward D. Jones & Co.'s parent company has secured regulatory approval to establish a U.S. bank, marking a significant expansion of its lending cap...

Major Financial Firms Report Workforce Reductions to State Regulators

February 27th, 2026

Several prominent financial institutions have disclosed planned workforce reductions to state regulators.

The Quiet Crossroads Facing Mid Career Financial Advisors

February 25th, 2026

Advisors do not respond with impulsive purchases or radical reinventions. Instead, many confront a quieter and more consequential question: What co...