CFP Board’s 3,214 July Record Was Only The Start Of A Bigger Advisor Talent Race
A record 3,214 candidates sat for the July 2025 CFP exam, but younger candidates, employer funding and advisor retirements make the talent story bigger.
The Next Advisor Talent Fight Is About Brand, Tech And Trust
J.D. Power says younger advisors want AI, social media and brand support as firms face an aging advisor workforce.
LPL Tops 6,000 CFP Professionals As Financial Planning Becomes A Platform Race
LPL topped 6,000 CFP professionals as CFP Board reported record certificant growth, exam demand and planning momentum.
A Female-Led Edward Jones Team Joined Ameriprise. The Real Story Is Family Continuity
Ameriprise added Kendall Wealth Management from Edward Jones, showing how female-led family practices are choosing flexibility, technology and independence.
Wells Fargo Added Nearly $1.5B In Advisor Assets. The Real Signal Is Channel Choice
Wells Fargo added nearly $1.5B in advisor assets across its employee and FiNet channels, showing how flexibility and scale are shaping recruiting.
A Father-Son Edward Jones Team Joined Raymond James. The Bigger Story Is Independence
Raymond James added Forsa Wealth Partners from Edward Jones, showing how father-son teams, business-owner clients and independence are shaping recruiting.
Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.
Perennial Taps Betty Chin As Advisor Recruiting Becomes A Growth Battleground
Perennial Financial Services named former Edward Jones recruiting leader Betty Chin chief growth officer as LPL OSJs compete for advisor growth.
Edward Jones Tops Investor Satisfaction, But Fintechs Are Winning A Different Trust Race
Edward Jones ranked highest among advised investors, but JD Power found fintechs gaining trust with younger DIY investors.
Edward Jones Advisor Exits Are Rising. The Veteran Shift Is The Real Story
Edward Jones advisor exits rose in 2025 as veteran brokers drove more departures, raising questions about retention, book ownership and platform change.
Edward Jones Finally Gets Its Bank. Now The Real Test Begins
Edward Jones won FDIC approval for an in-house bank, advancing its lending, deposits and cash strategy after years of false starts.
EdwarJones d Is Outsourcing Support To India. The Bigger Question Is Advisor Service
Edward Jones confirmed India-based contractor support as home-office staff declined, raising questions about scale, service and advisor support.
Families Are Worried About Education Costs, But 529 Plans Remain A Blind Spot
Edward Jones says many Americans still misunderstand 529 plans as families face pressure over education savings and rising costs.