Merit Adds $900M Firm From Commonwealth
By Rob BurgessThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
A Drastic Move to Save Big on Roth ConversionsMoving to Florida can lessen the tax hit of this RMD-reduction strategy, but it comes with other costs.
August 12, 2026
Schwab Launches Single-Stock Futures for Over 50 CompaniesThe securities allow investors to express bullish or bearish sentiment without borrow fees or short-sale restrictions.
August 12, 2026
IRS Releases New Forms to Simplify IRA RolloversThe new guidance could help advisors and clients "avoid rollover errors and headaches," Ed Slott says.
August 12, 2026
LPL Advisor Must Pay UBS $5.6M Over Promissory Note BreachAn arbitration panel awarded the financial services firm amounts due under the notes, plus interest and attorneys' fees.
August 12, 2026
CogniCor Adds Beacon Pointe Chair to Advisory BoardShannon Eusey will advise the California-based enterprise AI platform on its strategic planning and growth initiatives.
August 12, 2026
10 Principles of Time Management for AdvisorsEven as technology might make things easier for financial professionals, discipline and structure are still required.