The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Advisors should not just focus on rollovers in money movement advice
"It's like a soap opera," says one senior industry executive.
The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.
After onboarding 26 new advisors in the first three months of 2025, the independent wealth platform is looking forward to continued momentum in Q2.
The SEC hailed the verdict against the investment advisor, who the agency said breached his fiduciary duty to retired and pre-retiree clients.
Wealth arm thrives despite market headwinds.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
A company spokesperson called the layoffs a "small reduction in our workforce."
While Robinhood may have the razzle-dazzle, broker-dealers should offer something infinitely more valuable.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Ameriprise is offering up to 125% of trailing revenue to reel in top-producing Commonwealth advisors from LPL as a recruiting battle continues to rock the independent advisor industry.
Amid growing regulatory and demographic tailwinds, advisors who embrace retirement planning can tap into an entirely new pool of clients.
Inflation, Social Security uncertainty, and day-to-day expenses are fueling retirement insecurity across all generations.
United Planners' costs related to lawsuits and regulators' actions into the advisor continue to rise.
