LPL’s Largest Hybrid Is on a Wild Growth Tear
By Gil WeinreichIndependent Financial Partners CEO Bill Hamm explains how the firm increased AUM from $3.3 billion to $5.2 billion in a year.
June 25, 2014
FPA Steps Up Lobbying Game With First ‘Advocacy Day’FPA is pushing for a user-fees bill and trying to "establish relationships" with lawmakers.
June 24, 2014
RIAs, Get With It: Here Comes ‘Generation Now’Controlling $3.5 trillion in investable assets, the next generation of investors is looking for something different from their advisors, says Schwabs Bernie Clark.
June 23, 2014
Finding a Custodian That Fits, Part 2: TradePMRIn the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
June 19, 2014
Edelman Names Personal Finance Guru David Bach Vice ChairmanRic Edelman's firm says it added 4,500 clients last year and is on pace to do the same in 2014.
June 16, 2014
House Appropriations to Hold Wednesday Vote on SEC BudgetSEC Chairwoman White told lawmakers Obama's $1.7 billion budget would permit the SEC to increase advisor exams.
June 16, 2014
Finding a Custodian That Fits, Part 1: Interactive BrokersIn the first of a series, I look at Interactive Brokers' platform for RIAs.
June 12, 2014
Advisory Industry Wants More Exams (and Will Pay for Them, Too)On IAA's annual lobbying day, the industry has a very unusual message" for Congress, TD Ameritrade's Skip Schweiss told ThinkAdvisor.