Practice

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

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.

The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.