Lincoln Investment Planning Buys Broker-Dealer and RIA Capital Analysts
Independent broker-dealer and RIA Lincoln Investment Planning has agreed to buy broker-dealer and RIA Capital Analysts from Western & Southern Financial Group, the firms announced. The deal, terms of which were not disclosed, is expected to close in the second quarter of this year.

Former Carson Wealth President Launches RIA Firm
The newly created firm’s target net-worth range is broad enough to allow Angeles Wealth Management to allocate clients’ money in a wide range of asset classes.

Most Investors Trust Their Advisors, But Much More Wary of Fed, Obama and Congress
The survey, conducted by John Hancock Financial in late 2011, showed that 82% of investors who work with a financial advisor have a high level of trust in that advisor.

LPL Recoups Net Income, Grabs Huge Slice of RIA Assets Under Management
Strong growth solidified LPL’s position as one of the largest RIA custodians in the industry.

Beware the Risks of Playing It Safe, Wilmington Trust Warns in 7-Year Forecast
There are risks to playing it safe by investing in bonds. That’s the overarching conclusion of a seven-year economic and financial market forecast from Wilmington Trust Investment Advisors, the newly named investment advisory and asset management arm of M&T Bank Corporation.

401(k) Plan Sponsors Not Confident About Employees’ Retirement Planning
The vast majority of executives responsible for 401(k) plans at their companies are feeling less confident that employees are financially prepared for retirement, according to a survey by Deloitte.

Dynasty Signs $1.2 Billion RIA Team, Plans Midwest Central Office
As more advisors move their practices out of the wirehouse channel, they gain expertise that they can share with peers who are considering a similar move.

The New Gold Standard
In a time of currency trouble and low interest rates, gold can give portfolios some luster, says John Hathaway of Tocqueville Gold.