LPL Nabs $1.2B Team From UBS
By Jeff BermanThe 10-member Puzzle Wealth Solutions team has joined LPL's BD, hybrid RIA and custodial platforms.
June 14, 2021
Schwab Assets Up 84% After Stock Surge, TD Ameritrade DealTotal client assets were about $7.4 trillion as of May 31, up from roughly $3.8 trillion a year earlier.
June 14, 2021
DFA Launches 4 Active Equity ETFs Converted From Mutual FundsMeanwhile, Invesco launches two tech-focused ETFs that will have no fees until December.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 11, 2021
Thrivent Advisor Network Names New LeaderCarolyn Armitage, CFP, has been an executive at Echelon Partners, LPL Financial and ING Advisors Network.
June 11, 2021
Black and Hispanic Americans Face Extra Retirement Planning ChallengesSome of the challenges transcend having lower average incomes than white Americans, EBRI finds.
June 10, 2021
The Worst Career Advice You've Ever Gotten: Advisors' AdviceNot all career advice is worth following, as several advisors told us.
June 09, 2021
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.