Financial Advisor Blog - Page 1 - Financial Advisor Transitions

Raymond James Reports Asset Growth as Recruiting Costs Weigh on Earnings

April 24th, 2026

Raymond James posted strong asset growth in its latest quarter while absorbing higher costs tied to advisor recruiting and retention, according to ...

Stifel Reports Sale of Its Independent Brokerage Unit

April 23rd, 2026

Stifel Financial reported that it completed the sale of its independent brokerage unit during the first quarter, generating nearly $50 million in r...

Wells Fargo Advisors Leverages Multi-Channel Model to Drive Recruiting M...

April 16th, 2026

Wells Fargo Advisors continues to gain traction in advisor recruiting, relying on its multi-channel model that distinguishes it from other wirehous...

LPL Expands Advisor Network Through Mariner Acquisition Strategy

April 15th, 2026

LPL Financial has reached an agreement to acquire Mariner Advisor Network, a move that will reshape the affiliation structure for hundreds of finan...

AI Pressures Advisory Fees

April 14th, 2026

AdvisorHub reports that industry participants continue to debate how artificial intelligence (AI) will reshape the financial advisory landscape, wi...

Advisors Move Away From Asset Minimums to Expand Client Access

April 13th, 2026

A growing number of financial advisors are abandoning traditional asset minimums in favor of more flexible fee structures.

Citigroup Raises Performance Targets as It Seeks to Revitalize Private Bank

April 10th, 2026

Citigroup has increased performance expectations for its private banking division as it works to strengthen a wealth business that continues to lag...

Breakaway Advisors in Florida Launch Evertern Wealth as Dynasty Expands ...

April 9th, 2026

A pair of former UBS advisors has launched a new independent firm as advisor movement toward the RIA channel continues to accelerate.

AI Reshapes Advisor Meeting Preparation But Also Raises Data Security Co...

April 8th, 2026

Artificial intelligence rapidly is reshaping how financial advisors prepare for client meetings, addressing what many consider the most time-intens...

Solo Financial Advisors Defy Consolidation Trends and Drive Strong Produ...

April 7th, 2026

Solo financial advisors continue to push back against consolidation across the wealth management industry, maintaining a meaningful and profitable ...