Industry

A pair of longtime Suntrust financial advisors have hooked up with LPL Financial to form their own practice.

A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national.

Have you considered how much more enjoyable your own post-work years might be if you’d only take the time to mentor the next … you?

Set objectives for one simple, powerful reason: to identify what matters most to you. That will make it easier to build your business.

Gerber Kawasaki wants its 2,700 clients - and every prospect - to communicate with one another.

How do you want to improve your practice in the new year? Financial advisors (and the consultants who work with them) voice the top resolutions for 2014.

Deutsche Bank AG will pay $1.9 billion to settle claims that it didn’t provide adequate disclosure about mortgage-backed securities sold to Fannie Mae and Freddie Mac.

Lawmakers this week called on FINRA to explain its policies for expunging investor complaints about brokers from the public record, suggesting that the industry regulator should revisit the extent to which information is removed from the BrokerCheck database.

The portfolio management tool has been a key selling point as the rapidly growing tax-focused independent broker-dealer continues to attract tax specialists to its network of nearly 5,000 advisors.

LPL Financial is promoting one of its own. Bill Chetney is slated to become president of LPL Retirement Partners, where he currently serves as executive vice president.