Q&A: What’s Behind Mark Casady’s New Role at FMG
Mark Casady brings his AI chops, as well as experience leading LPL through M&A and an IPO, to the executive chairman role at FMG.
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After Rate Cut Powell Says Jobs Market No Longer Very Solid
The Federal Open Market Committee voted 11-1 on Wednesday to cut the target range for the federal funds rate to 4%-4.25%, after holding rates steady for five straight meetings this year.
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Charles Schwab to Open 16 New Retail Branches, Hire Wealth Consultants
Charles Schwab is betting on the success of the human touch by expanding its retail client branch network and hiring for 400 branch-related roles.
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Edward Jones Opens Hubs For HNW Clients
The firm’s Generations service was launched earlier this year for clients with $10 million in assets. One office is already open in Scottsdale, Ariz., with more to come in St. Louis, Dallas and West Palm Beach, Fla.
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PGIM, Partners Group to Build Multi-Asset Portfolios for Individual Investors
The portfolios, aimed at both private wealth and institutional clients, will combine public and private market exposure across multiple asset classes.
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Second Circuit Negates SALT Workaround
U.S. Court of Appeals upholds state and local tax deduction cap.
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The Healthy Advisor: How a Near-Death Experience Became an ‘Origination Point’ With John Connell
Focal CEO John Connell opens up about how a rollercoaster accident changed the trajectory of his life.
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Don’t Forget to Ask Clients About Their Collectibles
Even if you don’t know a Van Gogh from a Van Winkle, you’ll want to get up to speed on valuing, selling, gifting and transferring collectibles.
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Murdoch Family Reaches Settlement in Succession Battle
Lachlan Murdoch to control his father’s media empire.
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Zephyr's Adjusted for Risk Podcast: Jay Hatfield on Fed Policies and Economic Dynamics
Ryan Nauman and Jay Hatfield discuss the persistence of market resilience despite uncertainties in monetary policy, economic data, and geopolitical issues while Jay provides his honest take on the Federal Reserve.
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Estate Planning with Cryptocurrency Assets
Opportunities and challenges involving digital currencies.
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401(k) Real Talk Episode 167: September 17, 2025
Open and honest conversation about Broadridge acquiring iJoin, 401Go launching a matching service, Fidelity's plans sponsor survey, Lincoln International buying Marshberry and more.
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Osaic Rolls Out Capital Options for Advisors In the Middle
Osaic presented a suite of capital options at its annual conference beyond the usual succession and M&A uses.
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Dynasty Names Oppenheimer Exec to Lead Business Development in the West
Dynasty adds Kevin Monaco to its business development team, which looks to expand on the West Coast.
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A 5-Step Framework for Navigating SECURE Act Inherited IRA Distributions
With new rules, evolving RMD requirements and the potential for significant tax spikes in years 9 and 10, waiting is no longer an option.
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Ex-CNBC Editor Explains Kirk Comments That Led to Social Media Backlash
Former business editor Jim Pavia said he hadn’t yet realized Charlie Kirk had been killed when he put up a post that pulled MarketCounsel Consulting into a social media blitz.
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9 Investment Must Reads for This Week (Sept. 16, 2025)
Target date CITs have now surpassed mutual fund counterparts as the most used vehicle in that segment. Jeffrey Ptak on his Substack tells the tale of an ETF that has grown 42% per year while its investors have lost money. These are among the investment must-reads we found this week for financial advisors.
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What to Expect as IPOs Pick Up Again
The stage is set for a sustained IPO, M&A and financing activity acceleration.
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LPL Adds $1.25B UBS Team to Breakaway Model
The South Carolina-based team will form Ox Road Capital and affiliate with LPL’s Strategic Wealth Services model, working with ultra-high-net worth individuals and retirees.
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RIA Breakaway WayCrest: Building a Tech Stack from Scratch
Jay Hack and his co-partners left Raymond James with the chance to select from a “buffet” of options for their wealthstack.
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