Industry

Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.

The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.

A decade into her reign, Johnson is reasserting control over the US fund giant’s London outpost. Heads are rolling.

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.

More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.

Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.