Schwab Rehires RIA Exec From LPL
By Janet LevauxJulian Lopez has spent most of his career with Schwab Advisor Services and other parts of the firm.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
May 01, 2025
Carson Group, Gulick Seek to Push Back Trial TimelineLawyers for both sides in a discrimination and retaliation lawsuit told the court they need time to prepare.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
May 01, 2025
Focus Financial Names New President and COOAs Focus’ new president, Adam Birenbaum is tasked with creating a “more unified, aligned and forward-looking organization.”
April 30, 2025
Barry Ritholtz Sees ‘Genuine Risk’ for Clients Who Need Money In Next Few YearsMonths ago, the Ritholtz Wealth CIO told clients to tune out the noise. But the message has evolved.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 23, 2025
Altruist Secures $152M in New Funding for GrowthLed by Jason Wenk, the RIA custodian is now valued at about $1.9 billion.