LPL Financial Adds $1B Cebert Wealth
By Rob BurgessThe advisory firm primarily serves residents of The Villages, the central Florida retirement community.
May 26, 2026
Boutique RIAs Seek Advisors They Can ShapeMany firms "want to avoid the 15- to 20-year-plus advisor who's set in their ways," recruiter Ali Staton says.
May 26, 2026
Ex-Broker Pleads Guilty to $9.5M Ponzi SchemeEdwin Emmett Lickiss Jr., 78, admitted to defrauding investors over 26 years.
May 26, 2026
Carson Group Launches Estate Planning OfferingThe capability is intended to help capture the trillions of dollars in wealth transfer using a more integrated approach.
May 26, 2026
Luxury Home Prices Shot Up in These 12 CitiesLuxury buyers, Redfin reports, are typically less sensitive to mortgage-rate swings than their non-luxury counterparts.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
May 26, 2026
Annuities Tunnel Into the FutureFor clients, income planning amounts to setting up a financial time machine.
May 26, 2026
Life Settlement Market GrowsThe transactions brought each seller an average of more than $180,000 in extra cash.