Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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."
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
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.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
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.
Inflation, Social Security uncertainty, and day-to-day expenses are fueling retirement insecurity across all generations.
The former Treasury secretary envisions an avalanche of noncompliance as the federal tax agency weathers massive workforce reductions and a string of walkouts in its leadership.
United Planners' costs related to lawsuits and regulators' actions into the advisor continue to rise.
The latest independent advisor additions in Alaska and Washington oversaw a collective $550 million in client assets at their former firm.
After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.
RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.
A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new specialized pathways.
The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.
