Carson Group Debuts Career Path Program, NextGen Council
By Dinah Wisenberg BrinInvesting in rising advisors is key, Carson Group CEO Burt White says.
January 14, 2026
Osaic Taps Two Firms to Enhance Advisor Training ProgramsThe wealth manager draws on ActiFi and Greene Consulting to further develop its training and support capabilities.
January 14, 2026
LPL Hires 3 New ExecsThe new senior leaders have held prominent roles at such organizations as Edward Jones, E-Trade and UBS.
January 14, 2026
Ex-Cambridge Advisor Barred Over Off-Channel Communications ProbeJay Zornes refused to cooperate with a FINRA probe, the regulator's consent agreement states.
January 14, 2026
FINRA and SEC May Think More About Fixed Annuities This YearBut NAFA's chair hopes issuers can spend less time on regulatory threats and more on opportunities.
January 14, 2026
Scott Willette to Lead Tech at DocupaceThe executive brings more than two decades of technology development and leadership experience to the role.
January 14, 2026
Gundlach: 8 Market Predictions for 2026Of the S&P 500, the DoubleLine CEO said, "I wouldn't have any of it in a portfolio."
January 14, 2026
Wealthy Clients Need More Advisory Services: BlackRockNew survey findings suggest a gap between client expectations and advisor workflows.