Financial Advisor Blog - Page 2 - Financial Advisor Transitions

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Certified Financial Planner Numbers Surge Across the U.S., with Growth C...

March 14th, 2025

The number of Certified Financial Planners (CFPs) in the United States climbed significantly last year, surpassing 100,000 for the first time. Fina...

Edward Jones Expands Services for High-Net-Worth Clients with Generation...

March 12th, 2025

Edward Jones is introducing a new private client service tailored exclusively for high-net-worth individuals in the United States. The program, cal...

Wealth Management Faces Urgent Need for More Financial Advisors

March 11th, 2025

According to Financial Planning, the demand for financial advisors is surging, but the wealth management industry is struggling to keep pace with h...

Goldman Sachs Pushes Staff Relocations to Cut Costs

March 10th, 2025

Goldman Sachs is urging some employees to relocate from major financial hubs like New York and London to lower-cost cities such as Dallas and Salt ...

Ocean Heights Becomes Mariner's First Full Integration

March 7th, 2025

Mariner Wealth Advisors has completed its first transition of a firm from its independent advisor platform to full integration within Mariner, acco...

Advisor Recruiting heats Up Amid High Demand and Limited Supply

March 6th, 2025

The demand for experienced financial advisors has surged, making recruiting more competitive than ever.

Goldman Sachs Plans Spring Workforce Reduction, Targeting Vice Presidents

March 5th, 2025

Goldman Sachs is preparing for its annual workforce reduction, planning to cut between 3 percent and 5 percent of its employees this spring, as rep...

LPL Financial Plans $4 Billion Capital Raise to Fund Strategic Growth Push

March 4th, 2025

LPL Financial has taken a significant step toward raising $4 billion in fresh capital, filing an S-3 registration statement with the Securities and...

The Rising Cost of Advisor Recruiting in a Competitive Market

March 3rd, 2025

The battle for financial advisors has intensified, with firms paying hefty sums to attract and retain top talent.

RBC Wealth Management Reports Strong U.S. Growth in First Quarter

February 28th, 2025

Royal Bank of Canada (RBC) reported a 7 percent year-over-year increase in revenue for its U.S. wealth management division, driven by net asset inf...

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Robinhood Expands into Wealth Management with New Advisory Service

March 31st, 2025

Robinhood is expanding beyond online trading with the launch of Robinhood Strategies, an online wealth management service priced at $250 per year o...

Wells Fargo Expands RIA Recruiting Efforts with Key Hires

March 28th, 2025

Wells Fargo & Co.'s wealth and investment management division is strengthening its support for registered investment advisors (RIAs) with the addit...

LPL Financial Reports Record Growth in 2024, Driven by Advisor Expansion...

March 27th, 2025

According to AltsWire, LPL Financial Holdings Inc. reported record-breaking financial results for 2024, fueled by substantial asset growth, a major...

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