The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Intense Life Desires Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of...
firms
What 13 giant wealth management firms paid CEOs in 2025
A strong year for the wealth management industry in 2025 lifted CEO compensation at the...
Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)
In recent years, advisory firms have faced a persistent slowdown in organic growth, with average...
FINRA refunding $100M to member firms on March 31
FINRA will distribute $100 million in surplus regulatory fees to its member firms by the...
How firms get advisors to adopt new AI tools
For some wealth management firms, buying technology is the easy part. Getting financial advisors to...
Most firms offer professional development opportunities
Nearly three-quarters of financial advisors say their firms offer professional development programs, from CFP exam...
Finli acquires 3 advice firms in growth spurt
Finli Group website Financial Planning firm Finli Group has struck deals to acquire three advice...
13 firms declared in default by FSCS
FSCS logo The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared 13...
Quilter Financial Planning adds 5 AR firms
Quilter Financial Planning website Quilter Financial Planning has appointed a further five appointed representative (AR)...
How wealth management firms are consolidating in 2025
A deal that is closed but not complete, in terms of the transition of thousands...