The $2.5 Trillion Dollar Elephant In The Room
According to Cerulli Associates, 37% of financial advisors are set to retire in the next decade, and those advisors collectively manage more than $10 trillion in assets. That alone is a generational shift. But here’s the part that should sound the alarm: 1 in 4 of those advisors don’t have a succession plan. That’s roughly […]
Raymond James Is on a Recruiting Tear — and That’s No Coincidence
While some firms are still calibrating their recruiting strategy, Raymond James is dominating the transition market—and making it look easy. In just the first few weeks of July 2025, Raymond James announced 10 high-profile advisor additions representing more than $4 billion in assets under management. These aren’t lateral moves or junior hires. They’re veteran producers […]
Why Financial Advisors Should Take a 12-Hour Walk
In a profession built around productivity, performance, and precision, the idea of taking 12 hours to walk alone—with no phone, no music, and no destination—might sound impractical, even indulgent. But that’s exactly the point. You might have seen or heard about the 12-Hour Walk online. Popularized by endurance athlete and author Colin O’Brady, the concept […]
Advisor Tech: Who’s In (and Winning) the AI Race?
Is your BD putting AI to work—or putting it off? In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences. It is actively reshaping client service, productivity, and business […]
Does Stability or Money Buy Happiness?
As the financial advisory world braces for a wave of retirements and increasing competition for top talent, the 2025 J.D. Power Financial Advisor Satisfaction Study delivers a timely look at how well firms are delivering on the support and tools advisors actually value. This year’s results? A mix of familiar faces at the top, clear […]
Can Edward Jones Pull Off a Range Rover?
Edward Jones has long been the entry-level 4×4 of the financial services world. Built for utility, widely available, and designed to get the job done, it was never flashy—but it was accessible. Advisors cut their teeth there, and clients who didn’t know where else to go found a familiar, Main Street option. But now, the […]
You’re A Free Agent
It’s your business. Your clients. Your future. Own the next move. How long have you been with your current broker-dealer? Five years? Ten? Maybe even longer?Now ask yourself this: Is the relationship still as strong as it was when you signed on? Do you still feel seen, heard, and supported? Or are you starting to […]
With Wild First Half In Books, What Will H2 Hold For Advisor Moves?
In a year when headlines have veered from the chaotic to the downright surreal, the first half of 2025 delivered one consistent throughline for the wealth management world: movement. A lot of it. Major advisor teams managing billions of dollars in client assets left long-tenured posts at wirehouses and big banks to join firms offering […]
Apple Eyes Your BizDev Strategy
For decades, cold calling was the bread and butter of client acquisition for financial advisors. It was a numbers game. Call enough people, and a few would say yes. But in 2025, the game is changing and in this case, Apple isn’t exactly your best friend. With iOS 26, Apple is introducing a new Call […]