Carson Group Renames 2 Business Units
Its institutional business has grown assets under advisement to about $8.6 billion in the past three years.
LPL Shares Q2 Recruiting Update, Sees Less DOL-Related Uncertainty
CEO Dan Arnold discusses why the independent broker-dealer is upbeat on its recruiting pipeline for the rest of the year.
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
LPL CEO Says No Way on Pure RIA
The IBD discusses strategy and the impact of recent high-profile departures during its Q4 earnings call.
Ron Carson Completes Move From LPL to Cetera
The wealth management group has over $6.5 billion in assets on its RIA platform and other operations.
Ron Carson Jumping to Cetera From LPL
The potential switch could affect more than $6.5 billion in assets on its RIA platform and other operations.
Ron Carson’s Group Gets $35M From PE Firm
The wealth manager has some $6.5 billion in assets and has plans to expand.
Recruiting Roundup: Merrill Lynch Picks Up $1.7B Reps From Rival
Raymond James and Woodbury also announced their latest recruits.
Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
How to achieve explosive growth
Passion prospecting and better processes helped one producer take his practice to new levels.