Atria Co-Founders to Exit LPL
By Janet LevauxCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 10, 2025
Bluespring Taps Former LPL Exec for Growth RoleThe Kestra Holdings unit has hired Graeme Lee as head of strategic growth.
April 10, 2025
Paul Atkins Confirmed to Lead SECThe Wall Street consultant steps into the role a week after President Trump’s sweeping tariffs unleashed market turmoil.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.
April 09, 2025
10 Good Dividend Stocks That Are Cheap Now: MorningstarPrice risk is reduced when investors can buy the stocks of these high-quality companies at bargain rates.
April 09, 2025
T. Rowe Price Rolls Out Social Security Analyzer for AdvisorsThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 09, 2025
Big Annuity Issuers Can Handle a Rough Rollercoaster, Analysts PredictEven if volatility keeps up, many could still turn a profit.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?