Anna Kendrick Stars in LPL's First Consumer Ad Campaign
By Dinah Wisenberg Brin and Janet LevauxThe ads — asking "What if you could?" — are drawing praise from marketing pros.
May 15, 2025
Carson Launches AI Advisor Assistant ‘Steve’The chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 15, 2025
Raymond James Advisors Get Zoom's AI Meeting Summary ToolCompany exec Andy Zolper tells ThinkAdvisor that the solution can save advisors many hours of work per week.
May 15, 2025
FINRA to Raise $100 Gift LimitThe regulator also plans to codify looser rules on personal gifts.
May 14, 2025
LPL Launches Alternatives Learning HubThe platform includes content and access to continuing education credits in partnership with the CAIA Association.
May 14, 2025
Hightower Takes Stake in $3.8B Bicoastal Wealth FirmThe investment in Lindbrook Capital marks the RIA consolidator's first partial ownership play of 2025.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Will the Multi-Year Guaranteed Annuity Spigot Run Dry?Some issuers are still happy to sell them, but some are less enthuastic about offering high guarantees.