Financial Advisor Blog - Page 1 - Financial Advisor Transitions

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.

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.