Digest December 1st

Advisory Firms Achieve Record Profit Margins While Organic Growth Slows

Recent data indicate that advisory firms are enjoying historic levels of profitability, yet net new client asset growth remains modest, signaling a shift toward “prosperous stagnation.” InvestmentNews

Broadridge and WealthFeed Launch AI‑Driven Lead Generation Platform for Advisors

The partnership between Broadridge Financial Solutions and WealthFeed brings advanced predictive analytics and money‑in‑motion insights to advisors, enabling automated prospect engagement and scaling of personalized outreach. PR Newswire

Top Advisor Teams Continue Bold Moves Amid Platform Consolidation

A $1.3 billion advisor team recently moved from Northwestern Mutual to LPL Financial—highlighting ongoing advisor mobility and the competitive pressure on advisory platforms to retain talent and assets. InvestmentNews