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.
With a growing number of advisors looking to quit the business in the coming decade—and a potentially smaller pool of successors to choose from—it’s time to rethink your exit strategy.
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.
More than a dozen municipal bond ETFs each gathered over $100 million of net inflows year-to-date, highlighting a diversity of popular offerings. The sub-category gathered $8.6 billion of new money and is on pace to exceed 2020’s flows.
They have high service expectations, are exceptionally busy and often overlook day-to-day tasks, like bill pay. As their trusted advisor, you can help them—by suggesting an automated bill pay service.
David Armstrong, Editor-in-Chief of WealthManagement.com, will be joined by Steve Leivent, SVP & Co-General Manager of SS&C Advent, on June 10, 2021 to lead a discussion amongst financial advisors to discuss their thoughts on digital transformation.
