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The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.
August 27 -
The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.
August 20 -
Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.
August 13 -
Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.
August 12 -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 12 -
Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.
August 12