The deal aims to help advisors streamline their compensation processes while expanding AdvicePay’s reach across the full revenue cycle.
The elite college is just the latest institution turning to taxable bond sales as the Trump White House continues to exert political pressure.
The independent B-D giant is burnishing its appeal to independent advisors with a new offer to take minority stakes in qualified practices.
Transaction adds $426 million in assets and expands Edelman Financial Engines' reach into life sciences-focused wealth planning
Wall Street breakaways bolster Americana's reach in Houston as a 10-advisor ensemble in New Jersey make their move to LPL.
But foreign movies are now deemed a ‘national security risk’
Veteran investor to step down aged 94, as earnings disappoint
Limra data show RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.
The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.
With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.
The Watchman Group's Andrew Herzog has noticed his more left-leaning clients have been "looking to get out of the stock market, perhaps do more fixed income or go to cash" while his right-leaning clients are more comfortable keeping assets as they have them.
CW Advisors' latest acquisitions extend its Eastern US presence with new locations in Virginia and Pennsylvania.
Also, Merill Lynch scores a billion-dollar recruitment win in New York with a sports-focused advisor defecting from UBS.
The declaration – for which the university said "there is no legal basis" – represents the latest escalation in the president's ongoing attack against the Ivy League institution.
Treasury yields rise as employment figures ignore market mayhem.
The new in-house talent sourcing service at Raymond James Financial Services seeks to help independent advisors fill gaps in various roles, ranging from associates to entry-level advisors.
Firms expand geographic footprint, capabilities in latest M&A activity
Financials posted the second largest sectoral outflows
As Commonwealth advisors weigh their futures following the firm's sale, Summit Wealth Group is charting its own course as an independent RIA with $2.1 billion in assets, moving to SEI's custodian platform.
Toward the end of last year, UBS said it was redrawing its pay plan for advisors, but "every time one of the big firms like UBS tinkers with the advisors' compensation, some of them say, that's it, that’s the last straw," recruiter Danny Sarch said.
