Financial Advisor Blog - Page 6 - Financial Advisor Transitions

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Mesirow Expands Alternate Investment Platform with Bastion Management Ac...

January 20th, 2025

Chicago-based financial services firm Mesirow has acquired Bastion Management, a private credit manager specializing in asset-backed lending.

Financial Advisors Shift Focus to Private Markets in 2025

January 17th, 2025

A recent survey conducted by Blackstone reveals that financial advisors plan to increase client exposure to private markets in 2025, highlighting a...

Edward Jones Exceeds Growth Goals

January 16th, 2025

According to a recent filing, Edward D. Jones & Co. surpassed its 2024 growth target, increasing headcount by 5 percent.

Benjamin F. Edwards Reaches Milestone with 100 Branches Across 34 States

January 15th, 2025

Benjamin F. Edwards, a multigenerational wealth management firm rooted in St. Louis, Missouri, has reached a major milestone, now operating 100 bra...

Mariner Acquires Cardinal Investment Advisors, Doubling Assts Under Advi...

January 14th, 2025

As reported by ThinkAdvisor, Mariner Wealth Advisors announced its acquisition of Cardinal Investment Advisors, a move that will add $292 billion i...

AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025

The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025

Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025

Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025

According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025

Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

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Page 6 of 78

Wealth Management Evolves: From Rainmaker to Trusted Advisor

April 9th, 2025

At the recent RIA Edge Nashville conference, industry leaders spotlighted a major shift transforming the financial advisor profession.

RIAs Must Rethink Growth Strategies Beyond Referrals, Experts Say

April 8th, 2025

While referrals remain the dominant source of new business, RIA leaders argue that firms must invest in marketing to ensure long-term sustainabilit...

FPA Launches Updated Cybersecurity Certification Program for Financial A...

April 7th, 2025

The Financial Planning Association (FPA) has introduced a new certification program designed to help financial advisors build stronger cybersecurit...

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