RIAs & Financial Advisors
$900M Kansas FA Team Heads to LPL from Ray Jay
LPL Financial LLC announced that advisors Shane J. Prill, Vance E. Garwood, and Grant Garwood have ...Read more
Retirement Plan Advisors Expect Revenue Bump from Secure 2.0 Provisions
Financial advisors who specialize in retirement plans are anticipated to generate additional revenu...Read more
Merit Financial Advisors Adds 5th Office in Keystone State
Merit Financial Advisors has acquired Hershey Wealth Advisors, LLC, a Pennsylvania-based financial ...Read more
Former UBS Advisor with $200M Book Heads to Sanctuary
Sanctuary Wealth, a firm that provides financial advisors with an independent platform, has added a...Read more
100K FA Shortfall by 2034: McKinsey
The financial advisory industry is facing a significant challenge, with a potential shortage of 100...Read more
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
As women are projected to manage trillions of dollars over the next decade, wealth advisors face an...Read more
DOL Hits Pause Button on Fiduciary Rule Appeal
The Department of Labor (DOL) filed a motion this week in the U.S. 5th Circuit Court of Appeals, re...Read more
LPL Boosts AUM By Nearly $1B, Adds NJ, AZ FAs
LPL Financial LLC added advisors Carmen M. Lex Jr. and Chris Lex to their platform on Tuesday, brin...Read more
Mesirow Launches Platform for Niche CRE Financing
Mesirow has launched a new Single-Asset Single-Borrower (SASB) platform designed to provide commerc...Read more