LPL Nabs $650M Cetera Team With 15 Advisors
By Janet LevauxSynergy Wealth Alliance is based near Orlando and plans to double in size every three years.
February 11, 2020
Comment 'Pawns' Helped Kill DOL Fiduciary Rule: House Hearing WitnessA House subcommittee is looking for ways to flush fakes out of public comments.
February 11, 2020
Using Advisors Improves Portfolio Diversification for 90% of Investors: VanguardVanguard analyzed its Personal Advisor Services clients and found that advisors saved them from many common investing mistakes.
February 11, 2020
Advisors Talk About How Sexism, Lack of Diversity Affect ThemA panel of financial pros told their stories at the TD Ameritrade National LINC conference.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 11, 2020
Fidelity Charitable Donors Gave a Record $7.3 Billion in 2019It was the second consecutive record-breaking year for distributions from the donor-advised fund.
February 10, 2020
Social Security Advocates Warn of Dire Consequences From Trump's Budget CutsAside from benefit cuts, there would be closed offices, backlogs for claims and long waits for help, the groups say.
February 10, 2020
Medicare Managers Hope to Lift Agent Referral Fee CapOfficials may also let Medicare agents ask about consumers' financial concerns.