Double Murder Trial Set to Start Friday for Former LPL RIA Employee
By Dinah Wisenberg BrinThe defendant is accused of fatally stabbing a co-worker and the co-worker's roommate.
March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportA measurable gap exists between the firms that command a premium and those that do not, research finds.
March 31, 2026
Why Annuities Deserve a Seat at Every 401(k) TableAnnuitization to secure a lifetime income stream is far from the only option available to annuity purchasers.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 24, 2026
Sex Workers as Advice Clients: Nontraditional Livelihoods, Familiar Financial NeedsWith Stripper Financial Planning, Lindsey Swanson serves a market niche that skews younger and faces inherent challenges.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.