Transaction is part of Wells' effort to streamline its operations in the wake of scandals.
'Credit Exchange' will enable advisers to offer pre-qualified loans to clients.
Advisers can use this information to begin planning for 2019
The bank's biggest shareholder says hiring an executive from a financial institution would trigger criticism from Washington, Financial Times reports.
Employee for advertising agency Publicis claims the record keeper received undisclosed payments from other fund companies.
Robert Jackson Jr. warns that the advice measure will need unified support to withstand legal challenges.
NAPA's Brian Graff says bills instituting a financial transactions tax and changes to workplace retirement plans could have a big effect on advisers, participants.
James Bylenga declined to take part in an inquiry into his conduct.
RIA firms need to make concerted efforts to find next-gen talent, such as setting up internships and building awareness of their firms
Shlomo Benartzi says fiduciary responsibility extends to digital design of web pages for participants, which can influence decisions more than the composition of investment menus.
Broker-dealer's claim involves insurer's decision to stop paying trail commissions.
The marketplace for adviser financing is growing dramatically in total funding and the options available.
Student debt is often associated with young people taking out loans and putting off rites of passage after graduation to repay them. But mom and dad often sacrifice more.
The Trump administration and Congress are considering limits on debt allowances as well as clearer repayment options in federal programs.
Nine reps, from Merrill Lynch, Raymond James and Wells Fargo, join firm.
Continued market volatility and rising interest rates will push fixed annuities to new highs, Limra estimates.
LPL terminated Scott Klor in 2017 for violating firm policies.
Strategic Retirement Partners is joining GRP Financial, an LPL super-OSJ.
Adviser seeks $10 million in damages in dispute over copyrighted sales materials.
Some advisers are confident they can provide enough value to justify their fees.
