A joint letter from the Democratic lawmakers to Secretary Scott Bessent warned of weakened protections against foreign risks to the US financial system.
The partnership helps more advisors address Peak 65 clients' concerns with a new retirement income offering on LPL's managed accounts platform.
Also, MAI Capital and Carson Group have expanded their footprints in Florida, Ohio, and Illinois with new RIA partners
The Wall Street giant launched new education initiatives around investment tax management and alts investing this week as it rewires its advisor pay grid.
Elsewhere in New York, RIA succession incubator Uniting Wealth Partners has welcomed a Rochester, NY-based practice.
The credentialing body for CFP professionals also has retirement security, consumer education, and preserving tax-exempt status for nonprofits on its lobbying agenda.
The giant hybrid IBD's newest partners, including one formerly with LPL, reinforces its status as a supporter of smaller lenders expanding into the wealth space.
Keenan is stepping in to lead the REIT after Wesley LePatner, who tragically died in a Manhattan shooting incident in the summer.
ICI data show IRA assets hitting $18 trillion, while 401(k) plan assets increased to $9.3 trillion.
Ian Gregory Bell was ordered to pay more than $1.3 million after being found guilty of using investors' money on various personal luxury items.
