Acquiring new clients is one of the top priorities for your business. But client retention is equally important. A high client turnover rate can be detrimental to your bottom line. And it may deter ...

The biggest losers of financial advisors in 2025, according to Wolfe Research, were: Bank of America, a net decline of 714; Osaic, down 483; Fidelity, negative 444; and UBS, a drop of 328. A ...

A strategic relationship between Prudential Financial's retail wealth management business, Prudential Advisors, and LPL Financial represents a giant transition and a big recruiting win. Many smaller ...

As banks strive to further integrate their wealth management businesses, 29% of bank and trust advisors consider technology very important when evaluating their current firm versus another one in the ...

The Travel Institute on Wednesday released initial findings from its study, “The Changing Face of Travel Agents 2023,” the third in a series of surveys to benchmark various aspects of the advisor role ...

TROY, Mich.: 10 July 2024 — The aging U.S. financial advisor population, industry consolidation and slowing organic growth rates create potential challenges for future advisor retention. According to ...

On one side are large wirehouse firms with huge advisor headcounts but also some difficulties retaining the talent they've worked so hard to amass. On the other side, said the president of Raymond ...

Amanda Van Soelen, a CFP at Lumin Way Financial in Guelph, Ont., says a smooth transition helped the business thrive ...

As details of the AIG Advisor Group Inc.'s retention package for a select number of 6,000 brokers and advisers seeped out this week, AIG officials and advisers made clear that the money for these ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing. Other firms are offering their own deals. LPL Financial’s March 31 ...