'Graying Trend' in Advisory Industry Is Reversing: FA Insight
By Jeff BermanThe median age of lead advisors is now four years younger than in 2015, a new study finds.
July 26, 2019
3 Strategic Plays That May Boost LPL's Growth: CEOThe independent broker-dealer shares details on its latest programs for advisors.
July 26, 2019
How Will Schwab's USAA Deal Affect Advisors?Michael Kitces, Chip Roame, Jeff Levine and Jon Henschen weigh in on the $1.8 billion purchase.
July 25, 2019
Schwab to Buy USAA's Brokerage BusinessThe $1.8 billion deal comes less than two weeks after talks about such a deal were first reported.
July 25, 2019
Star Broker Tells of Her Strange Breakup With Edward JonesIn an interview with ThinkAdvisor, Melanie Housden claims she received rough treatment from the brokerage after her exit but fought back.
July 25, 2019
LPL Nabs $600M Reps From Kestra Affliates: Recruiting RoundupMeanwhile, Stifel adds advisors from Ameriprise, Morgan Stanley and Wells Fargo with $307 million of client assets.
July 24, 2019
Why It's Time to Remake the RainmakerAs advisory firms grow, their goals shift, and there's a need to put more emphasis on the right kind of business development.
July 24, 2019
RIAs on a 5-Year Growth Tear: SchwabRIAs are focusing on client acquisition and tech this year, Schwab's benchmarking study reports.