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.
The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.
The struggling aerospace giant welcomed the former chief executive of the indexing giant as a "trusted leader who brings the voice of the investor."
The broker-dealer giant's latest partner in Florida represents 125,000 members with over $2.8 billion in assets.
The wealth tech firm says new COO will be "invaluable" in addressing firm's rising demand for next-generation portals and AI functionality.
The president-elect's stance on regulation and tax is anticipated to add more fuel to already scorching-hot levels of deal activity.
The fintech's move to integrate both life insurance and annuities promises to enable more comprehensive financial planning among advisors.
