The firm’s board is already conducting a search for his successor. Additionally, Greg Davis has been appointed as president in addition to his current role as chief investment officer.

Advisor Seth Marshall cited LPL’s evolution and specialized resources for high-net-worth clients as reasons for his return.

There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.

RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal.

America boasts more than double the female billionaires than any other country.