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The No. 1 IBD revealed new details of its W-2 affiliation after it followed rivals into the employee channel with an acquisition it made last year.

The funds have recorded $248 billion in net inflows in 2020, up about 5% from this time last year.

Ankush Tewari is vice president of strategy at LexisNexis Risk Solutions.

Daumantas Barauskas is the chief operating officer of Genome.

“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.

The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.