A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
Connecticut firm has acquired a $150M firm in New Hampshire.
New study reveals how emotions are impacted by challenging market conditions.
Search for the best financial planning software and CRM platform ends this Friday.
The firm welcomed nearly $16B of new client assets in 2023 and 292 advisors.
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
The core consumer price index, excluding food and energy costs, rose 0.4% in January, which was more than expected and the most in eight months.
LPL's equity purchase of Atria will cost the firm at least $805 million.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Markets expect inflation to have eased but may be overpricing Fed cuts.
Prices should be moderate despite weakening demand.
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
Markets are now conceding that a slower pace is likely.
It's the most critical view of the NABE in 13 years.
Returns to investors are at their worst level since the financial crisis.
