Portfolio

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.

The industry’s lack of Black people and other minorities may explain why the world of social investing has fallen short on pushing corporations on race.

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 rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.

The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.

Here's how the largest groups have fared during unprecedented market activity.

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