While LPL has had a custody offering for more than a decade, the firm has spent the past two years investing in it and making it more attractive to fee-only advisors. Now the firm is ready to take it to market with hopes its 'white-glove' service model will resonate.
Charles Schwab's original timeline for completing its TD Ameritrade integration was in the first half of next year. That won't happen, according to the firm.
Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.
Don’t miss the opportunity to attend this webinar on June 22nd, where we'll discuss the evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes.
Market gurus have been trying to write the obituary for the humble 60/40 portfolio for many years. Yet the simple formula lives on and continues to produce solid results.
Jeremy Holly is leaving after 18 1/2 years at LPL to lead M&A efforts for SageView Advisory Group, an RIA recently acquired by Aquiline Capital Management.
