Donna M. Mitchell

The tool will help advisors partner with other advisors within the LPL Financial network.

Botsford Group specializes in asset protection strategies, and manages clients’ investing through its proprietary Lifestyle Driven Investing approach.

Independent Financial Partners, one of LPL Financial’s largest branches by revenue, had a surge of growth in the first quarter, increasing revenues by 65% and adding 47 professionals to the firm, the company announced.

Investors are as satisfied with full-service investment firms as they were before the recession, but client expectations have spiked, according to a J.D. Power and Associates study. Which firms are investors most satisfied with?

Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships.

With Marv Tuttle announcement that he would retire in 2014 from his post as executive director and CEO of the Financial Planning Association, the organization now has the difficult task of about finding a successor.

Fidelity Investments has added four mutual funds to a variable annuity product it launched in 2005, opting for simplicity in an era where advisors and clients are wary of complexity in variable annuities.

Large retirement plan providers tried to offer California’s teachers and other education workers simpler plan options, but the Financial Services Institute said it should not come at the expense of access to quality personalized investment advice.

RIAs who use the combined service will be able to pull up daily client balance, holding and transactional data through ByAllAccounts, plus the reporting capabilities of Portfolio Pathway

Financial advisors sometimes puzzle over how to effectively reach and serve black and Hispanic clients. A Vanguard study released recently suggests they can start by drilling home a simple message: emergency savings accounts are a must.

Both are targeting RIAs looking to incorporate guaranteed income products into their independent practices.

115 net new advisors joined LPL Financial in the first quarter, and 554 new advisors joined in the twelve months ending on March 31.

LinkedIn is the hands-down preferred mode of social networking for advisors, because it offers plenty of resources to gather client leads and personal privacy.

The Investment Adviser Oversight Act of 2012 is meant to address what proponents say is a serious gap in investor protection. Sure enough, industry groups from all side are weighing in on whether the idea will help or hinder the profession.

Fortigent will operate as an independent subsidiary of LPL Investment Holdings and a sister company of LPL Financial.

Although the initial outlook is shaky, the reality is actually less dire, especially for Social Security, according to advocates of the retirement insurance program.

Christine Gaze will focus on building and maintaining TD Ameritrade's array of practice management programs designed to help independent RIAs.

The firm will specialize in planning around the investment, retirement and insurance needs of the area’s working professionals and families nearing retirement.

LPL’s board of directors has been putting a lot of trust lately in some of chairman and CEO Mark Casady’s longest-serving, highest-flying lieutenants.

LPL's New Venture will be structured to support advisors who could run the gamut from college graduates to career changers.