UBS, Morgan Stanley lose big teams in Advisor Moves
Sometimes recruiting deals in wealth management can resemble a busy airport with advisors coming and going from the same destinations ...
Saturday, July 11, 2026
Tag: advisor
Edward Jones asset growth up amid spike in advisor attrition
Edward Jones reported Friday that net client household growth continued to slow in the third quarter. The firm added 24,000 ...
RIA and financial advisor compensation in 2025
Registered investment advisory firms waging a fight for top financial advisor talent are netting a healthy return on their payroll ...
UBS reports $8.6B outflows amid advisor exits
UBS' Americas wealth management arm saw an $8.6 billion exodus of client assets in the third quarter, a stark reversal ...
The 17 Best Financial Advisor Conferences To Attend In 2026
The rise of the internet fundamentally changed how financial advisors learn and advance their craft. Short of waiting for an ...
Raymond James reports record advisor headcount
For the first time in a year, Raymond James has reported specific advisor headcount figures, and it's a record-breaker.Raymond James, ...
How to Choose a Financial Advisor – 6 Things to Consider
Even if you’re an expert on something, it’s always nice to get a second opinion. When it comes to money, ...
Cetera, Morgan Stanley win big in Advisor Moves
Cetera Financial Group announced the recruitment of an advisor team with nearly $2 billion in assets under administration from Northwestern ...
Merrill, LPL say advisor education is key to AI push
Wealth management firms say artificial intelligence could eventually improve nearly every part of their businesses. But when advisors were asked ...
Government shutdown could drain financial advisor optimism
Optimism among financial advisors about the overall economy and practice performance is up this month, driving a slight positive shift ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.