LPL launches W-2 private wealth channel, aiming at wirehouses
The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
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LPL launches W-2 private wealth channel, aiming at wirehouses
The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
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Study of RIA growth finds correlation with fees, services and compliance
Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.
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Study of RIA growth finds correlation with fees, services and compliance
Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.
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New QuickBooks offerings focused on automation, integration
Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
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New QuickBooks offerings focused on automation, integration
Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
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Dynasty CEO: IPO still 'on the radar' as firm targets $100B by July
Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
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Dynasty CEO: IPO still 'on the radar' as firm targets $100B by July
Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
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Long overdue, FINRA's expungement reforms are still inadequate
The new rules may slow the deletion of valuable public records, but FINRA should take the issue out of arbitration altogether.
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AdvicePay surpasses 1 million transactions, $500M in financial planning fees as fee-for-service model thrives
As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them.
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Roughly 80% of affluent clients don't want their parents' advisor. Here's what to do about it
With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children.
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3 ways Biden's 'retirement security rule' could affect financial advisors
The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.
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Do Biden's claims about 'junk fees' add up? Depends who you ask
While academics and supporters of the "retirement security rule" proposal say the administration's numbers are valid, critics reject them. Here's what we know.
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IRS promises improvements with extra funding
Commissioner Danny Werfel and Taxpayer Advocate Erin Collins discussed the enhancements the IRS has been making thanks to the additional billions of dollars of funding.
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4 ways leaders can guide teams through the acquisition process
Vannessa Gennarelli, principal of Fortuna and author of "Surviving Change at Work," shares how leaders can captain an acquisition.
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Nitrogen CEO Aaron Klein stepping down after 12 years, passes the torch to firm's new leader
The company that transitioned from risk to growth in 2023 ends the year with a big C-suite change.
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Panel orders ex-Morgan Stanley brokers to pay Schwab
A pair of advisors caught up in long-standing recruiting litigation will lose money from an earlier FINRA award in order to pay penalties to their former employer.
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Retaining diverse talent is tough — 3 tips on how to succeed
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
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Fintech founders pair AI and client prospecting in new platform for financial advisors
Called Powder and crafted by the minds behind Addepar's Navigator, the wealthtech startup wants to cut the old-school sales process from months to weeks by injecting AI into every step.
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Mariner, Hightower deals pushing up assets per M&A transaction in 2023
Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.
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