2 Advisors, Married 12 Years, Keep Their Work Lives 3,000 Miles Apart
By Jane Wollman RusoffLongtime planner Linda Lubitz tells ThinkAdvisor about this unconventional arrangement, plus how she screens out clients who are "pains."
November 14, 2019
Merrill Lynch, Wells Fargo Reps Move to Raymond James: Recruiting RoundupMeanwhile, Integrated Partners picks up an Ameriprise team; LPL Financial adds advisors from Advisor Group-Ladenburg.
November 12, 2019
Advisor Group, Ladenburg Union Creates 'LPL Alternative'The merged entity is just starting to look at retention bonuses and other issues, Advisor Group CEO Jamie Price tells ThinkAdvisor.
November 12, 2019
5 Best & 5 Worst U.S. Cities for Veterans to LiveWhich cities are doing the best when it comes to accommodating veterans, and which could use some improvement?
November 11, 2019
Advisor Group to Buy Ladenburg, Forming Mega-BD NetworkWith the merger, the combined 11,500 advisors and nine broker-dealers can keep using third-party clearing firms.
November 11, 2019
Fisher Investments Has Hefty Side Bet: ReportThe firm led by Ken Fisher is the biggest shareholder of five of the six largest ETNs, according to Bloomberg.
November 11, 2019
6 Realities for RIA Buyers and Sellers in Today's MarketWhat should buyers and sellers expect? Here are findings from an Advisor Growth Strategies' study that looked at 55 M&A deals.
November 08, 2019
Honoring Advisors Who Serve(d): Veterans Day, 2019ThinkAdvisor's yearly compilation highlights the stories of 14 military veterans who also serve in the financial advisory industry.