Industry

The R.B. Mitchell Team will be the anchor tenant for a new Linsco office in Greensboro, N.C. The deal is the latest in a number of recent additions to LPL’s employee channel.

A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.

Chad Keeler and Brock Rouch are partners in the new independent practice Platte River Private Wealth. The duo are also brothers-in-law and manage about $380 million in assets.

Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.

The CFP Board said the annual increase will go toward public awareness and diversity initiatives.

While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.

In February, 44% of candidates passed the Level II exam, down from 46% in November and up from 29% in August, according to the CFA Institute.

Customers placed 6.58 million daily average trades in the first quarter, a decline of 22% from the year-ago period.