The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.
InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.
The transaction, set to complete in the first half of next year, will give the online trading giant access to a platform supporting 350 advisory firms managing more than $40 billion in assets.
The retirement giant is extending its guaranteed income shelf with fixed-income annuity options from Loomis Sayles and Nasdaq.
The wealth tech giant's latest rollout of much-requested updates will enhance its support for Schwab affiliated advisors.
The independent firm launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.
The industry veteran brings nearly 40 years of experience, including more than a decade in the CFO role, as the leading RIA continues to grow and enhance its operations.
The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.
Following a $300 million investment, LPL is set to gain $60 billion in assets from Prudential's broker-dealer and RIA business.
The fintech giant's upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into a unified interface.
