LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm.
House bill seeks inflation-based adjustment to private fund advisor exemption.
A new House measure would enshrine FinHub and LabCFTC as permanent fixtures, deepening ties with financial technology sector.
The seasoned IT leader arrives as the credentialing body for CFP professionals considers AI's implications for the future of financial planning.
The brokerage industry regulator once again takes a stab at updating rules for independent brokers with other businesses and jobs
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
