'RJ' Moore Is Back in LPL Orbit
By Jeff BermanMoore, a former president of LPL and ex-Cetera CEO, is now the chief of LPL's biggest affiliated RIA.
November 17, 2020
Mariner Wealth Offers Bitcoin SMA to ClientsThe move comes less than three months after Fidelity said it would launch a Bitcoin fund.
November 16, 2020
Why Fidelity's New Advisor Platform Is a Big DealNo other firm offers anything quite like FMAX, but that will change quickly, industry watchers tell ThinkAdvisor.
November 16, 2020
Kitces.com Partners With Wealth Network on Advisor Education ProjectDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.
November 16, 2020
Real-Time and One-Click Are the FutureI've been on the front lines of financial tech for two decades. Here's what's coming.
November 16, 2020
$2B Morgan Stanley Team Jumps to LPLThey will align with the hybrid RIA Gladstone Wealth Partners.
November 16, 2020
Fidelity Rolls Out Comprehensive Wealth Platform for AdvisorsThe Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.
November 13, 2020
Human Capital: IAA's Karen Barr on SEC Rules Nearing the Finish LineIn this episode, we talk with the IAA president and CEO about changes to the SEC's custody rule and others that advisors should know about.