Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Lisa Roberts joined the firm in 2023, previously serving as the head of U.S. markets. She will succeed Doris Meister, who stepped down earlier this year.

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

Looking ahead to the presidential election, advisors are evenly split on the near-term direction of the economy and the markets.

With this and its recently announced deal with Pegasus Partners, Lido’s total assets will grow to about $27 billion to $28 billion.

On his first earnings call, newly appointed chief executive Rich Steinmeier gave no new details on the recent leadership change but struck a forward-looking tone. He added that the firm’s success is not dependent on advisors’ relationship with the...

The Quarry Lake Group is the second announced team moving from the wirehouse to RBC Wealth Management this week.