LPL to Buy Commonwealth Financial for $2.7B, Forming $2T Broker-Dealer
By Janet LevauxThe all-cash deal creates an independent broker-dealer with up to 31,788 advisors.
March 28, 2025
Sharing These 12 Things Could Make You More LikableSharing personal details at the right moments can go a long way in building trust with clients.
March 27, 2025
Why Going Independent Was the Best Decision This Advisor Ever MadeTerry Parham learned a lot working for insurers but is not looking back after four years with his RIA.
March 27, 2025
Here's What Separates the Best Wealth Advisors From the RestYour clients assume you're knowledgeable, but how you deliver advice is key, longtime educator Phil Buchanan says.
March 27, 2025
15 Happiest Cities in America: 2025Financial well-being goes a long way toward happiness, but it only goes so far.
March 27, 2025
Trump Pick for SEC Faces Sharp Conflict-of-Interest ScrutinyHe told lawmakers he'd work on “clear rules of the road” for Wall Street and digital-asset firms.
March 27, 2025
XY Planning Network Tops 2,000 Advisors After Record 2024CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.