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Two frontrunners have emerged as possible successors to the long-serving CEO, but even more potential candidates wait in the wings.

In the first edition of a new wealthtech series from Financial Planning, FP Alpha CEO Andrew Altfest talks about the magic number of solutions an advisor should rely on while showing us his stack.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

Corinne Carr is a seasoned insurance regulatory and transactional attorney with 30 years of experience, including 15 years as a partner in BigLaw. In private practice, she regularly represented clients whose primary industry is not insurance such as logistics, shipping, marketplace, ecommerce, insurtechs, retail and manufacturing clients. Carr designed and implemented shipping insurance, embedded insurance, product warranty, service contract, and other insurtech programs for companies ranging from startups to Fortune 500s. She is widely recognized as the "go to" resource for designing innovative, but compliant, structures to boost revenue during the purchase and post-purchase customer experience. Corinne joined Route as its chief compliance officer in June 2022.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

The new deduction rates apply to electric and hybrid vehicles, as well.

The hottest topic in tech over the past 12 months had a major presence in the world of financial services.

The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.