Industry

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.

The case against Centaurus Financial comes after the industry and consumer advocates decried the previous administration’s approach for different reasons.

The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.

The technology debuted at the annual INSITE conference reveals how the firm is looking to expand market share among advisors and fintechs.