| | | | | Advisors with independent broker/dealer Commonwealth Financial are weighing their options from LPL, including any retention offers, even as recruiters blow up their phones and inboxes. Read More > |
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| | | First-generation RIA owners like those at CGN Advisors increasingly use synthetic or phantom equity structures to give employees access to a firm’s growth while deferring actual ownership. Read More > |
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| | | Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025. Read More > |
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| Trending Podcasts & Video |
| | | Despite the platform’s boasts, what it is launching is not any different than other custodians, and advisors shouldn’t be threatened, industry observers say. Read More > |
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| | | State regulators and tech executives characterized the “informal guidance” as “due diligence” meant to clarify the potential liabilities and the safety of client data. Read More > |
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| | | In its fourth deal of 2025, Wealth Enhancement has acquired the wealth services division of First International Bank and Trust, its first location in North Dakota. Read More > |
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| | | Walt Bettinger will also remain a co-chair of Schwab’s board of directors while taking on a role at the private equity firm. Last month, former Schwab CFO Peter Crawford also joined CD&R. Read More > |
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| | | A record 456 advisors joined Michael Kitces and Alan Moore’s 11-year-old support network, evenly split between startups and those with an established book of business. Read More > |
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| | | Goldman Sachs will now be integrated into Dynasty’s tech stack and investment management platform. Read More > |
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| | | John Peluso, who led the creation of Wells Fargo’s RIA fee-only advisor program, is spearheading Thurston Springer’s exchange, which includes discounts in areas such as marketing and succession planning. Read More > |
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| | | Mary Beth Franklin weighs in on the state of Social Security under the current administration. Read More > |
| | | The firms that proactively recruit women, modernize advisor career paths and rethink client engagement strategies will be the ones to lead. Read More > |
| | | Smaller, more intentional gatherings create opportunities for conversations, introductions and growth. Read More > |
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