Summit Financial Group is departing Securian weeks after Cetera closed a deal to purchase that firm’s retail wealth business.

The higher court ruling overturns one that found in the online broker's favor in early 2022.

Now in its fourth year, the virtual advisor technology conference AdviceTech.Live is run by Asset-Map, features 10-minute presentations from 20 companies and will be free to attend for the first time.

The US economy has not yet slowed enough to put inflation on a sustainable trajectory downward.

The transition of 2,600 advisors and more than $50 billion in assets is expected to take more than a year and increase LPL’s earnings by $60 million

David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.

For some, a good challenge and a good time beat the deathly drone of sponsored sales pitches disguised as educational sessions.

The financial services firm brought a benchmark-sized deal of senior unsecured notes Tuesday.