LPL Nabs $1B Advisory Team From Osaic in California
By John ManganaroSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 29, 2025
Top 15 Value-Creating Funds: MorningstarThese funds grew the most over the past decade, an analysis finds.
January 29, 2025
7 Ways Financial Professionals Are Using AI to Streamline WorkflowsThe technology can help address challenges ranging from economic uncertainty to regulatory complexity.
January 29, 2025
What Vanguard's New Advice Unit Could Mean for Clients: MorningstarIt remains to be seen whether investors will take to Vanguard's stepped-up advice efforts, an analyst says.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.
January 29, 2025
Fed Holds Rates Steady, Pausing for Further Inflation ProgressThe Federal Open Market Committee voted unanimously to keep the federal funds rate at 4.25%-4.5%.