Advisors Sue Focus Financial Over 'Staggeringly Overbroad' Restrictions
By Melanie WaddellEnforcement of the covenants would essentially bar the advisors, who resigned, from continuing in the industry, they argue.
June 23, 2025
Advyzon, Nitrogen Partner to Boost Advisor EfficiencyThe tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
June 23, 2025
Elevation Point Stakes $2.5B Ex-UBS TeamA 12-member group in Louisiana just sold a slice of its recently formed RIA.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 23, 2025
Medicare Posts $11.2B Operating Profit for 2024The inpatient hospitalization program can still pay 89% of promised benefits if its trust fund runs dry.
June 23, 2025
It’s Time to Talk Taxes With Sophia DuffyOn this episode of the Ask the Retirement Expert podcast, Duffy speaks with ThinkAdvisor Senior Reporter John Manganaro about the tax planning landscape.
June 23, 2025
10 Top-Performing Dividend Stocks in 2025: MorningstarThe Morningstar Dividend Leaders Index is beating the broader market, analysts report.
June 23, 2025
Vanguard to Establish Two Distinct Investment AdvisorsThe split into two wholly owned units is a "major shift," Vanguard watcher Jeff DeMaso says.