Wealth Enhancement Group to Add $853M RIA
By Janet LevauxThe transaction is the LPL affiliate's ninth purchase this year.
August 03, 2021
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.Financial advisors must do something to stand out in a "sea of sameness."
August 03, 2021
LPL Investigates Rep Who Allegedly Refused to Hire Black ApplicantsEileen Cure of Cure and Associates was called "racist of the day" on a TikTok video showing a Skype message she allegedly sent.
August 03, 2021
10 Things to Tell Clients About Inflation, Social Security COLAsCarson Group's Jamie Hopkins and advisors tell ThinkAdvisor how they're putting rising prices in context.
August 03, 2021
Top 4 Lessons From Commonwealth's Summit for Women AdvisorsResearch shows that for firms that want to be innovative and transformative, diversity, equity and inclusion is mission critical.
August 02, 2021
LPL Drops Account Minimums on Some PortfoliosThe move affects its advisory platform, which includes six multi-manager funds.
August 02, 2021
Avantax Scoops Up $1.1B RIAWhen the deal closes, the RIA's three partners will become financial planning consultants with Avantax Planning Partners.
July 29, 2021
Wells Fargo Names New Head of Indie Advisor GroupJohn Tyers most recently was the chief growth officer for the fintech firm AdvisorEngine.