LPL Nabs $1 Billion Group of 50 Reps
By Janet LevauxLevel Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.
November 12, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 12, 2012
NAPFA CEO Ellen Turf to Step Down Next YearTurf's announcement comes on the heels of a shakeup on NAPFAs board in August, when Ron Rhoades voluntarily resigned from his chairman-elect position due to a compliance violation.
November 09, 2012
LPL Financial Adds $650 Mil TeamThe new group includes five advisors and was formerly affiliated with SII Investments, a National Planning Holdings broker-dealer
November 09, 2012
Schwab Tweets to Talk Up RIA Concerns Ahead of Impact 2012Just days ahead of Schwab Impact 2012, Schwab Advisor Services is using its Twitter feed for RIAS to talk up the Nov. 13-16 conference in Chicago.
November 09, 2012
Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1The financial planning community was stunned by the announcement that Alan Goldfarb resigned.
November 09, 2012
To Thwart SRO Bill, Coalition Is Pressing for Senate User Fees BillNystrom of NAPFA: the Financial Planning Coalition is 'seeing where our strengths are' in the Senate to ensure a user fees bill gets introduced in 2013.
November 08, 2012
These Economic Gurus Are Hopping Mad Over Obama’s VictoryMarc Faber, Peter Schiff and Charles Biderman slam Obama, while Nouriel Roubini lauds "a major defeat of Tea Party freaks."