The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning. David Bradford was the chief operating office ...

The math hits hard. Roughly 37 percent of US financial advisors plan to retire over the next decade, taking some $10.4 trillion in client assets with them, according to Cerulli Associates. This means ...

Most advisors think of make-versus-buy decisions as tactical—things like which CRM to license, whether to outsource compliance, or whether the firm should build its own planning templates or hire ...

At Columbia Business School in 2000, Warren Buffett pulled out a stack of trade reports and told a class of MBA students, “Read 500 pages like this every day. That’s how knowledge works. It builds up, ...

Whether a financial advisor wants to team up with another practitioner primarily comes down to how fast they want to grow and the extent they value autonomy. Processing Content Hiring another ...

A good reputation can help attract new clients to your advisory firm, as well as retain the ones you have. A 2025 Wealthtender study of households earning more than $100,000 found that 83% of ...

CNBC Elite Advisors recognizes wealth management firms serving high net worth and UHNW clients.

Advisors who specialize in serving specific client groups often see stronger referrals and more organic growth than ...

Financial advisors are responsible for every aspect of their customer's financial life, from estate planning to tax planning ...

LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL ...

The acquisition brings 23 employees and five offices to the Minneapolis wealth manager. The founder of $8 billion Heritage Wealth Advisors speaks with Barron’s about AI, managing growth, and the ...