Goldman Plans New Dallas Campus, Extending Bet on Hub in Texas
By Natalie Wong | Sridhar NatarajanEarlier this year, Schwab relocated its headquarters to the Dallas suburb of Westlake, where Fidelity has a campus.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.
June 25, 2021
The Dark Side of Technology ConsolidationWhat can firms learn from Riskalyze's recent (and then retracted) marketing campaign, which zeroed in on its competitors?
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 24, 2021
LPL Hits Milestone on $22B M&T Bank DealRoughly $14 billion of assets had been onboarded, and the remaining $8 billion should be moved over the next few months.
June 24, 2021
10 Books Advisors Should Read This SummerWhile you're kicking back this summer, get inspired to add more clients and expand your business this fall.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
LPL Adds $1.6B Voya TeamThis is the second recruitment of a billion-dollar team the BD has announced this week.