Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
The best tax plan asks not only how much a client could save, but what they would have to give up to save it.
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.