Industry

The Palm Financial Group has joined Baird’s Madison West office.

A total of 9,674 experienced advisors changed jerseys in 2023, according to the most recent Diamond Consultants Advisor Transition Report.

Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO. However the market remains under-served when it comes to education and thought leadership.

Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.

LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.

Birmingham, Ala.-based Brian Pflaum evaluated his options when his broker/dealer, Lincoln Financial Advisors, decided to sell to Osaic.

Rising valuations and growing opportunities for media rights and sponsorships make professional sports teams an attractive bet. However, data on how these investments will work in the long term remains scarce.

The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.