LPL Takes Minority Stake in Private Advisor Group
By John ManganaroLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 19, 2025
Barred Advisor Gets 3-Year Sentence for Bilking Friends, Relatives Out of $3MRobert C. Starnes, who took more than a dozen people's retirement savings, also must pay restitution.
November 19, 2025
A Simple Way to Remind Clients That Markets Are CyclicalWhen clients act like current market conditions will last forever, use this common-sense analogy.
November 19, 2025
12 States Where the 1% Have the Highest Effective Tax RateNationally, this group paid 37% of federal income taxes, according to SmartAsset.
November 18, 2025
Twin Advisors Found Guilty in $10M Fraud Against 100 VictimsOne of the brothers was convicted of obstruction of justice for trying to threaten victims and bribe DOJ officials.
November 18, 2025
12 States Where College Education Costs the LeastAttending a school with in-state tuition in these locations can greatly defray the expense, WalletHub finds.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 18, 2025
A Real Retirement Plan Is More Than MoneyPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.