Ladenburg: Turnkey Retirement Plans Now Available to Advisor Business Clients
By Ginger SzalaNo longer deterred by hurdles, plan sponsors now are able to access the Qui(k) program through their affiliated advisor.
August 22, 2019
Morgan Stanley Names New Retirement Chief: Recruiting RoundupMeanwhile, RIA Mercer Global Advisors has bought Regent Wealth of Woodbridge, Connecticut, which works with about $300 million in client assets. With the deal, Mercer
August 21, 2019
SEC's New Proxy Voting Guidance Gets Mixed ReviewsThe guidance clarifies how an investment advisor's fiduciary duty relates to proxy voting on behalf of clients.
August 21, 2019
HighTower Picks Up $1B RIA in MassachusettsThe team has 11 advisors and will be the 99th advisory business to join the rollup firm.
August 21, 2019
LPL Execs Stress the Importance of Advisors Focusing on What They Do BestToo many advisors are stuck dealing with parts of the business they don't love, company says at Focus conference.
August 20, 2019
LPL Expands ClientWorks and Other Tech InitiativesThe upgrades could save advisors an hour a day, CEO Dan Arnold said.
August 20, 2019
How Outsourcing Investment Management Can Benefit Advisors: SurveyAdvisors in an AssetMark survey said outsourcing their investment management helped them take on more clients with less stress.
August 19, 2019
LPL Execs Tout Capital, Succession Planning SolutionsAt its Focus conference, company says it's developing an "end-to-end solution" to help advisors with M&As.