LPL Financial has launched a suite of services that offer support and digital tools to help advisers acquire another practice or sell their practice.
Branded as M&A Solutions, the effort helps buyers differentiate themselves and gives them a first look at practices for sale. It also provides discounted financing.
The seller support program guides advisers through defining their ideal buyer and preparing the practice for sale, as well as facilitating the sale.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
