Financial Advisor Blog - Page 1 - Financial Advisor Transitions

Sitfel CEO Signals Potential Recruiting Push to Capture Market Share

January 29th, 2026

Stifel Financial Chairman and Chief Executive Officer Ron Kruszewski said the firm may increase its recruiting budget to expand outreach to experie...

Estate Planning and Tax Planning Appear to Trump Alpha in Modern Wealth ...

January 28th, 2026

Market outperformance has become increasingly elusive, and for many wealthy investors, it no longer defines value.

Advisor Departures Follow LPL's $2.7 Billion Commonwealth Acquisition

January 27th, 2026

A new report from AdvizorPro and Muriel Consulting shows that hundreds of advisors exited Commonwealth after the firm announced its sale to LPL Fin...

Wells Fargo to Roll Out New Fee-Only RIA Custody Platform Through First ...

January 26th, 2026

Wells Fargo Advisors plans to launch a redesigned fee-only registered investment advisor (RIA) custody platform later this year, with a broader mar...

RIA M&A Activity Reaches Record Levels in 2025

January 23rd, 2026

Mergers and acquisitions activity in the wealth management industry reached unprecedented levels in 2025, according to Wealth Management. DeVoe & C...

CFP Ranks Hit Record Highs as LPL Becomes First Firm to Top 6,000 Certif...

January 22nd, 2026

The CFP Board reported record growth in certified financial planners in 2025, with LPL Financial emerging as the largest wealth firm by CFP headcou...

Merrill Lynch Points to Lower Attrition and Strong Client Growth

January 21st, 2026

Merrill Lynch increased its hiring of experienced brokers in 2025 compared to 2024, according to Lindsay Hans, one of the firm's two co-presidents.

CFP Board and FPA Begin 2026 with New Leadership and Strategic Focus

January 20th, 2026

The CFP Board and the Financial Planning Association (FPA) both entered 2026 with new leadership. This signals a year of transition and strategic r...

How Financial Advisors Can Retain Clients in the Era of the Great Wealth...

January 19th, 2026

Financial Advisor News reports that teenagers and college students now achieve financial success earlier than prior generations through app develop...

Using Portfolio Reviews as a Business Development Tool

January 16th, 2026

Financial Advisor News reports that a well-run portfolio review does more than revisit past performance. It opens the door to meaningful conversati...