Financial Resources Group will combine with Gladstone Wealth Group to create the largest OSJ on LPL’s corporate RIA platform, with over $24 billion in client assets.
Snappy Kraken's Robert Sofia uncovers valuable practices that advisors can automate and why he believes we’re close to a time when spending hours on a financial plan will be obsolete.
The analysis of 7.5 million investors who custody with Apex found that most of millennials' top holdings were tech companies that had largely outperformed indexes like the S&P 500.
While overall fees have decreased over the last decade, the industry has done little to level the playing field for investors and solve the real problem — aligning fees to the value of active management and improving the probability of a favorable outcome depending on manager skill and efficiency of the asset class.
Sponsored by St. Jude Children's Research Hospital
The CARES Act makes significant changes to laws affecting estate planning and wealth management. Join on Monday, April 27 as our speakers provide a detailed overview of these provisions and cover everything you need to know.
