Joe Duran Plots a Return to RIA World
By Jeff BermanThe ex-United Capital CEO is weighing his options and "nothing has been decided," a Duran spokesman says.
August 22, 2023
LPL Picks Up $1.5B Advisor Team From KestraWatermark Wealth Management has offices in Arizona and Minnesota.
August 22, 2023
10 Best Dividend Stocks to Buy Now: MorningstarInvestors should watch out for "dividend traps," Susan Dziubinski warns.
August 22, 2023
12 Worst States for the New Working-Age COVID-19 WaveIn the typical state, people ages 20-59 are now 77% more likely to fill a hospital bed than in mid-June.
August 22, 2023
Where a New DOL Fiduciary Rule Stands NowThe rule appears to be on track to hit OMB any day now, some observers say.
August 22, 2023
Schwab to Sell $2.35B Bond Amid Job, Office CutsIts shares fell as much as 5.2% on Tuesday, putting it on track for its eleventh straight day of losses.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.
August 21, 2023
This Worrying Trend in Philanthropy Could Hurt Advisors, TooIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.