TA Associates Snaps Up $12B Wealth Firm From Lightyear
By Janet Levaux"Wowza! This is a mega-deal!" one observer said.
July 30, 2019
'Graying Trend' in Advisory Industry Is Reversing: FA InsightThe median age of lead advisors is now four years younger than in 2015, a new study finds.
July 29, 2019
What Will Become of Us?How our business will change in the coming decade. And will we change with it?
July 29, 2019
Cambria Launches TOKE Cannabis ETF: Portfolio ProductsMeanwhile, AQR launched its first model portfolios.
July 26, 2019
3 Strategic Plays That May Boost LPL's Growth: CEOThe independent broker-dealer shares details on its latest programs for advisors.
July 26, 2019
How Will Schwab's USAA Deal Affect Advisors?Michael Kitces, Chip Roame, Jeff Levine and Jon Henschen weigh in on the $1.8 billion purchase.
July 25, 2019
Schwab to Buy USAA's Brokerage BusinessThe $1.8 billion deal comes less than two weeks after talks about such a deal were first reported.
July 25, 2019
Star Broker Tells of Her Strange Breakup With Edward JonesIn an interview with ThinkAdvisor, Melanie Housden claims she received rough treatment from the brokerage after her exit but fought back.