Atria Adds Former LPL Exec to Push Indie Growth Strategy
By Jeff BermanBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 22, 2022
Your Clients Need an Estate PlanA big estate tax change is coming in five years, and "procrastination is the enemy of estate planning," says D.A. Davidson's Andrew Crowell.
November 21, 2022
Fisher Investments Manager Selling Aaron Judge's Record BallYoumans was reportedly offered $3 million for the ball but recently chose to auction it off, according to ESPN.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 18, 2022
Meet the 2022 LUMINARIES WinnersThese 33 individuals and firms are making a difference in Community Impact, Diversity & Inclusion, Executive Leadership and Thought Leadership.
November 17, 2022
Commonwealth Now Aiming for $1T in AssetsThe aggressive target "reinforces" the firm's commitment to advisor growth, CEO Wayne Bloom says, and includes some "light M&A in the future."
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.