XY Planning Network Tops 2,000 Advisors After Record 2024
By John ManganaroCEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.
March 26, 2025
Merrill Bets Big on on New 'Level Up' Training ProgramWith financial advice "at a premium today," Merrill seeks to double assets in five years, exec Ken Correa says.
March 26, 2025
CFP Board Floats Rule Changes on Bankruptcy, Drug ConvictionsThe reforms would affect CFP candidates with one bankruptcy or multiple misdemeanor convictions in the distant past.
March 26, 2025
Dynasty Adds Goldman Sachs as CustodianIts independent RIA network also has custodial ties with BNY Pershing, Fidelity and Charles Schwab.
March 26, 2025
LPL Paid Fired CEO $26M in 2024; New CEO Got $4.7MFormer CEO Dan Arnold did lose out on nearly $80 million in outstanding stock options and related assets.
March 26, 2025
Wall Street Bonus Pool Surges to $47.5B for 2024The average yearly bonus rose by nearly a third, to $244,700, the first big boost since the Covid-19 pandemic.
March 25, 2025
Consumer Slowdown to Hit S&P 500: UBS StrategistBhanu Baweja expects the index to drop as low as 5,300 points as analysts cut profit estimates.
March 25, 2025
5 Top Reasons Clients Leave AdvisorsHere's what advisors can do to prevent them from walking, according to a new survey.