Industry

Some advisors were deemed ineligible for the government’s loan program, but it’s unclear why.

The deal adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.  

Look out Vanguard PAS! Market volatility will likely help hybrid models and the full-service wealth management segment, according to Aite Group.

The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.

XY Planning ended its relationship with MessageWatcher and created its own compliance archiving software.

Advisor Mike Ashworth used LPL’s Strategic Wealth Services, a premium independent affiliation model, to launch Ashworth Financial Group.

Some advisors say the industry's mad rush for PPP funding rubs them the wrong way.

As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?

With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.