Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan
Amid a renewed recruiting push, Merrill has turned to JPMorgan to pick up a broker managing more than $2 billion ...
Saturday, July 11, 2026
Tag: advisor
Iran conflict pushes advisor sentiment to lowest in nearly a year
For the second month in a row, the ongoing war in Iran has pushed financial advisor sentiment further into negative ...
AI for advisor marketing — without alienating clients
By now, artificial intelligence tools are prevalent in at least some parts of many firms' marketing processes. But for advisors, ...
My financial advisor overcharged me $15K over 10 years — how can I get my money back?
If you use a financial advisor, you’ll have to pay their fees, which could be calculated under several different structures. ...
Can a Financial Advisor Manage Your 401(k)?
NerdWallet, Inc. is an independent publisher and comparison service, not an investment advisor. Its articles, interactive tools and other content ...
Financial advisor pay is a powerful strategic lever for RIAs
Far from simply being a recruiting and retention tool, financial advisor compensation plans are turning into important growth and valuation ...
The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving business development, and ...
Ask an Advisor: What client story still haunts you?
Triskaidekaphobia — the fear of the number 13 — has endured for centuries. Though the origins of this popular belief ...
5 Signs It Is Time to Fire Your Financial Advisor
Trusting someone with your life savings is stressful. Realizing the professional you hired might be taking advantage of you is ...
Advisor outlook turns negative as Iran war escalates
The U.S. war with Iran is weighing on markets and financial advisors alike, according to the latest Financial Advisor Confidence ...
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