Financial Advisor Blog - Page 1 - Financial Advisor Transitions

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...

Dementia as a Business Risk

January 15th, 2026

Advances in medicine have extended life expectancy, but increased longevity has introduced a serious and increasingly common risk for closely held ...

Jump's 2026 Financial Advisor Insights Report: What Really Happens in Ad...

January 14th, 2026

The team at Jump, an AI notetaker and meeting automation platform, released its inaugural 2026 Financial Advisor Insights Report after analyzing mo...

Structural Pressure on Wealth Management Model Heading into 2026

January 13th, 2026

The wealth management business model faces mounting pressure as firms enter the new year, according to Oliver Wyman's annual industry outlook.

Thrivent Prioritizes Culture and Technology Over Upfront Pay in Advisor ...

January 12th, 2026

As competition for financial advisor talent intensifies, firms continue to compete on compensation, technology, and support.