David Canter to Join Kestra's Bluespring as President
By Jeff BermanThe news comes two days after Fidelity said Canter would step down as head of its RIA segment.
July 12, 2022
30% of Advisors Changed Their Retirement Plans Due to Pandemic: AmeripriseAmeriprise also asked advisors to name their most pressing challenges.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 29, 2022
Liz Ann Sonders: We May Already Be in a RecessionSchwab's chief investment strategist says a key "known" risk continues to be an aggressive Fed.
June 28, 2022
Burt White: 'Volatility Is a Fee Worth Paying'The Carson Group executive tells ThinkAdvisor he expects not just a "soft landing" but a possible second-half rally.
June 28, 2022
Ritholtz-Affiliated VC Fund Invests in RIA Software PlatformThe Compound Capital Fund I has taken an unspecified stake in SmartRIA, a compliance software platform.