LPL Closes Waddell & Reed Deal, Adding 900 Reps
By Janet LevauxThe reps work with about 95% of client assets in Waddell & Reed's wealth unit.
April 30, 2021
Schwab's Sonders: Where Market Is Headed as Earnings Are 'Killing It'"This bull market will end, but it will have a correction first," said Sonders. "The key is what you do along the way."
April 30, 2021
Bonds Beat Stocks at Pension Funds, Turning 60/40 Inside OutRetirement funds of 100 top public companies, with combined assets of some $1.8 trillion, have ratcheted up fixed-income allocations to a record level.
April 30, 2021
Barred Long Island Broker Charged in Pre-IPO Share ScamThe broker and his partner allegedly took $436,000 from investors who thought they were buying shares of Peloton, WeWork or Airbnb.
April 30, 2021
Raymond James Touts Success of Its Beefed-Up Recruiting PackagesThe company's advisor headcount rose in Q2, CEO Paul Reilly says.
April 30, 2021
Andy Friedman: Tax Bill Is a Must-Do This YearBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.
April 30, 2021
Fintech Firm Launches AI-Driven Digital Assistants for Advisors: Tech RoundupAlso, Signal Advisors raises $16 million to build an end-to-end platform for independent advisors.
April 30, 2021
12 States to Retire Comfortably on Less Than $52,000 a YearBankrate accounted for a little extra cash for savings and fun — and for the age at which people in these states actually retire.