LPL has also welcomed a veteran advisor pair managing $600M from D.A. Davidson as Raymond James' employee advisor division makes new hires in Texas and Massachusetts.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
North Haven fund limits quarterly repurchases as banks cut leverage and mark down software loans
Nebraska-based Furstenau Financial is the latest fully owned location to join the $57 billion-plus RIA's network, which includes more than 50 Carson Wealth locations.
New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.
New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.
New center-left proposals would widen the standard deduction, raise top rates to offset federal revenue losses, and force advisors to revisit tax-planning strategies.
Advisors encourage tax-conscious moves and downside protection more often in 2025, yet only about one-third discuss Medicaid or long-term care with clients.
The targeted federal tax, projected to raise $4.4 trillion over a decade, is being floated as a similar motion aimed at wealthy individuals in California gains traction.
Meanwhile, &Partners lures another Wells Fargo team in upstate New York, and Summitry expands in California with a new $721 million partner firm.
