[table id=9 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Dec. 31, 2020.
[table id=10 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Dec. 31, 2020.
[table id=11 /]
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Dec. 31, 2020.
The McKinsey veteran brings her expertise as LPL targets a lofty 90% advisor retention rate from its acquisition and integration of the $300 billion RIA.
An appeals court sided with a pension fund, ruling Perfection Bakeries must apply a $2M credit earlier in its withdrawal liability calculation.
Veteran advisor managing $400M launches firm through strategic partnership.
The giant hybrid RIA's latest East Coast move adds $175 million in recruited assets as it looks to offset broader advisor attrition.
Also, Nitrogen has added Indivisible Partners to its integration network, while Wealthtender unveiled an AI-focused update to help boost advisors' online presence.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
