Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.
August 27 -
"The D.C. metro area is a hot market," says Savant Chief Executive Brent Brodeski.
August 24 -
Clients are understandably worried, but smart advisors can calm their nerves. Heres how.
August 24 -
People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives.
August 19 -
The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business and we have capital," says Matthew Bronfman, chairman.
August 11 -
The firm will "re-focus" its business on Cetera, which will enter into a "strategic relationship" with Apollo Global Management to offer that firm's sponsored alternative investment products.
August 6 -
Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services.
August 6 -
"We are reasonably confident that going into 2016 regulatory expenses will be down substantially," says LPL's acting chief financial officer Tom Lux.
August 5 -
Could talent shortages and old-school compensation plans clip the wealth management industry's wings?
August 3 -
"Make no doubt about it, we are not near a recession," says LPL chief investment officer Burt White.
July 29 -
The independent broker-dealer knows its in a dogfight to stay competitive in a sellers market.
July 29 -
Recruiting "is as competitive as I've seen it in the last 10 years," says LPL exec.
July 29 -
The changes we announced today makes the [robo] cost issue go away, LPL Chairman and CEO Mark Casady tells Financial Planning.
July 27 -
With more than $23 trillion in high-net-worth investor assets still held outside of the industry, advisors still have "a huge opportunity," says Jonathan Beatty of Schwab Advisor Services.
July 20 -
Eight months after Boston Private bought Banyan Partners, superstar Peter Raimondi is no longer CEO, key advisors are gone and asset growth has stalled.
July 8 -
Mike Greene will serve out the term of Joe Votava, who resigned earlier this year as chair-elect due to personal and business reasons.
July 2 -
Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.
July 1 -
"Branding initiatives are critical today, and the CFP Board should be applauded for its effort, but it's really difficult to assess the effectiveness of a national campaign on a local level," says marketing expert April Rudin.
June 29 -
"LPL is a different place than when we started there 11 years ago," says CBD Wealth Management partner Robert Comeaux, Jr.
June 29 -
Business development and investment management are the most difficult positions to fill, a new Schwab study found.
June 25





