Financial Advisor Blog - Page 1 - Financial Advisor Transitions

Why Selective COI Partnerships Drive Stronger Wealth Management Growth

February 10th, 2026

Referrals from centers of influence (COIs), most often accountants and attorneys, remain the most effective way to build a high-end wealth manageme...

CFP Board Faces Backlash Over Plans to Expand In-House Continuing Education

February 9th, 2026

The CFP Board is facing growing criticism from financial advisors after industry commentator Michael Kitces questioned whether the credentialing bo...

Referrals Remain the Cornerstone of Financial Advisor Growth

February 6th, 2026

Referrals continue to drive the growth of financial advisory practices, according to a research report from Cerulli Associates reviewed by ThinkAdv...

UBS Defends U.S. Wealth Strategy as Advisor Departures Drive Asset Outflows

February 5th, 2026

UBS Group AG executives pushed back on concerns about mounting advisor departures and accelerating client withdrawals from its U.S. wealth manageme...

LPL Financial Slows Recruiting as Firm Prioritizes Advisor Retention

February 4th, 2026

LPL Financial's aggressive push to retain advisors following its acquisition of Commonwealth Financial Network has sharply curtailed the firm's ext...

From Olympic Ice to Market Volatility: How Elite Sports Training Shapes ...

February 3rd, 2026

As the Winter Olympics approach, global attention will focus on athletes performing under extraordinary pressure. That same pressure resonates with...

Raymond James Defends Rising Recruiting Costs as Long-Term Growth Strategy

February 2nd, 2026

Raymond James Financial executives pushed back on investor concerns about rising recruiting expenses, framing the increase as evidence of sustained...

CFP Board Moves to Raise Continuing Education Standards and Clarify Comp...

January 30th, 2026

According to ThinkAdvisor, the Certified Financial Planner Board of Standards announced planned updates to its Competency Standards that will raise...

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.