Industry

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The advisors defected from rivals UBS and Merrill Lynch.

The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.

After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.

In both moves, fathers brought their children to work as colleagues.

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

Muirwood Private Wealth exemplifies “cracked-code” of pandemic moves, observer says.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them