Bruce Kelly, senior columnist at InvestmentNews, and a man with deep experience covering M&A, sits down with InvestmentNews colleague James Burton to talk about the acquisition that rocked the wealth management world - the LPL-Commonwealth deal. The two talk about the CEOs' roles in the merger, the fundamental differences between the two firms, and what this means for Commonwealth advisors.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
