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Industry News & Trends
LPL Snags Securities America’s Largest OSJLPL Snags Securities America’s Largest OSJ

JFC Financial Services made the move in response to Advisor Group’s acquisition of Ladenburg Thalmann, the former parent of Securities America.

byDiana Britton, Managing Editor
May 4, 2020
|
1 Min Read
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WealthTech
Timelineapp Rolls Out Digital Training ModulesTimelineapp Rolls Out Digital Training Modules
bySamuel Steinberger
May 1, 2020
1 Min Read
Nationwide Mutual Insurance Company.jpg
Industry News & Trends
Nationwide to Make Remote Work Permanent for SomeNationwide to Make Remote Work Permanent for Some
byDiana Britton
Apr 30, 2020
1 Min Read
tech
WealthTech
New Malware Silently Steals Banking PasswordsNew Malware Silently Steals Banking Passwords
bySamuel Steinberger
Apr 30, 2020
1 Min Read
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Philanthropy
Industry Orgs Join Forces to Keep Nonprofits AfloatIndustry Orgs Join Forces to Keep Nonprofits Afloat
byDiana Britton
Apr 29, 2020
1 Min Read
SoFi
ETFs
SoFi Extends Fee Waiver on ETFs to Mid-2021SoFi Extends Fee Waiver on ETFs to Mid-2021
byDiana Britton
Apr 29, 2020
2 Min Read

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WealthTech
eMoney Teams Up With Allianz Life
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Marketing
Snappy Kraken Launches New Video Marketing Tool
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Industry News & Trends
Ashworth Financial Group First to Join LPL Via Strategic Wealth Services
Ashworth Financial Group First to Join LPL Via Strategic Wealth Services
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Mutual Funds
U.S. Lags Other Markets on Mutual Fund Policy and Tax Incentives
U.S. Lags Other Markets on Mutual Fund Policy and Tax Incentives
Apr 27, 2020
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2 Min Read
byDiana Britton, Managing Editor
businessman money markets
Industry News & Trends
A Quarter of Americans Seek Financial Advice for the First Time
A Quarter of Americans Seek Financial Advice for the First Time
Apr 24, 2020
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1 Min Read
byDiana Britton, Managing Editor
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RIA
Thrivent Hires New Chief Commercial Officer
Thrivent Hires New Chief Commercial Officer
Apr 24, 2020
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1 Min Read
byDiana Britton, Managing Editor
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Career Moves
New Scholarship Aimed at Boosting Minority CFPs
New Scholarship Aimed at Boosting Minority CFPs
Apr 23, 2020
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1 Min Read
byDiana Britton, Managing Editor
Megan Carpenter
Marketing
FiComm Partners Launches Advisor Education for Modern Marketing
FiComm Partners Launches Advisor Education for Modern Marketing
Apr 22, 2020
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1 Min Read
byDiana Britton, Managing Editor
Morningstar
Mutual Funds
Morningstar to Acquire Remaining Stake in Sustainalytics
Morningstar to Acquire Remaining Stake in Sustainalytics
Apr 22, 2020
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
Betterment Checking Rollout in Full Effect
Betterment Checking Rollout in Full Effect
Apr 21, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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Client Relations
Clients Are Stressed and Turning to CFPs for Help
Clients Are Stressed and Turning to CFPs for Help
Apr 21, 2020
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1 Min Read
byDiana Britton, Managing Editor
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High Net Worth
The Most Googled Multimillionaires
The Most Googled Multimillionaires
Apr 21, 2020
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1 Min Read
byDiana Britton, Managing Editor
Brian Shulstad
RIA
Triad Poaches LPL Exec To Lead Recruiting
Triad Poaches LPL Exec To Lead Recruiting
Apr 20, 2020
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1 Min Read
byDiana Britton, Managing Editor
SEC Settles With Merrill, Two Others Over Share Class Conflicts
Regulation & Compliance
SEC Settles With Merrill, Two Others Over Share Class Conflicts
SEC Settles With Merrill, Two Others Over Share Class Conflicts
Apr 20, 2020
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1 Min Read
byDiana Britton, Managing Editor
robot businessmen
WealthTech
Rise of the Robinhoods
Rise of the Robinhoods
Apr 17, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Michael Kitces
Industry News & Trends
XYPN Launches Virtual Internship Program
XYPN Launches Virtual Internship Program
Apr 16, 2020
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1 Min Read
byDiana Britton, Managing Editor
calsavers-app.png
Industry News & Trends
CalSavers Officially Moves Back 2020 Deadline
CalSavers Officially Moves Back 2020 Deadline
Apr 16, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
Ameriprise came in second with 7540 advisors last year
Wirehouse
Break-Back Broker Joins Ameriprise’s Employee Channel
Break-Back Broker Joins Ameriprise’s Employee Channel
Apr 16, 2020
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1 Min Read
byDiana Britton, Managing Editor
Wells Fargo Lowers Minimums, Fees on Robo Platform
WealthTech
Wells Fargo Lowers Minimums, Fees on Robo Platform
Wells Fargo Lowers Minimums, Fees on Robo Platform
Apr 15, 2020
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byDiana Britton, Managing Editor
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RIA
Northern Trust Exec Honored by African American Magazine
Northern Trust Exec Honored by African American Magazine
Apr 15, 2020
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1 Min Read
byDiana Britton, Managing Editor
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WealthTech
Holistiplan Rolls Out New Feature for Optimizing Tax Brackets
Holistiplan Rolls Out New Feature for Optimizing Tax Brackets
Apr 15, 2020
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byDiana Britton, Managing Editor
LPL financial
Retirement
Texas Advisor Moves to LPL in First Step Toward Retirement
Texas Advisor Moves to LPL in First Step Toward Retirement
Apr 14, 2020
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1 Min Read
byDiana Britton, Managing Editor
Make Financial Advisors Happier
Financial Planning
The FPA Offers Safety Workers Discount on Financial Planning
The FPA Offers Safety Workers Discount on Financial Planning
Apr 13, 2020
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1 Min Read
byAsia Martin, Reporter
New Boot Camp Helps Advisors to Small Businesses
Wealth Planning
New Boot Camp Helps Advisors to Small Businesses
New Boot Camp Helps Advisors to Small Businesses
Apr 13, 2020
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1 Min Read
byDiana Britton, Managing Editor
Blucora office
Industry News & Trends
Blucora Reduces Price for HK Financial Services 37%
Blucora Reduces Price for HK Financial Services 37%
Apr 13, 2020
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2 Min Read
byDiana Britton, Managing Editor
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RIA
Creative Planning Adds $126 Million RIA in Wichita
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Vanguard Group company sign
WealthTech
Self-Directed Investors Knock Firms for Website Outages
Self-Directed Investors Knock Firms for Website Outages
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LPL Financial
ETFs
LPL Expands No-Transaction-Fee ETF Platform
LPL Expands No-Transaction-Fee ETF Platform
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byDiana Britton, Managing Editor
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WealthTech
New Docupace Tool Aimed at Digital Delivery and Storage of Form CRS
New Docupace Tool Aimed at Digital Delivery and Storage of Form CRS
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Wirehouse
Ameriprise Snags Two Wirehouse Teams with $286 Million
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