Captrust Adds $4B RIA Based in Missouri
By Jeff BermanThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 25, 2022
Former LPL Strategist Ryan Detrick Joins Carson GroupDetrick left LPL Financial in June.
July 22, 2022
10 Things Top RIAs Did Differently From Rivals in 2021In its annual benchmarking survey, Schwab teased out what separates the top 20% of firms from the rest.
July 22, 2022
4 Reasons to Fight for Financial Planners' Legal RecognitionThis push may involve lots of resources and many years of planning and effort, but the FPA is ready to lead it.
July 21, 2022
Bob Doll Checks In on His 10 Predictions for 2022Crossmark's chief investment officer issued a midyear update, noting that four predictions appear headed in the right direction.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.