LPL Lands $1.6B Team From Cambridge
By Melanie WaddellConte Wealth selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale.
August 26, 2026
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This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 25, 2026
Forbes, Shook Research Suspend Rankings, EventsAmid a secret-payment scandal, Shook Research also announced it plans to rebrand.
August 25, 2026
Would-Be $5B Annuity Issuer Makes Distribution DealMalibu Life will offer two new fixed indexed annuities through Legacy Marketing Group.
August 25, 2026
New Bill Would Prevent Double Taxation of Remote WorkersThe Multi-State Worker Tax Fairness Act restricts states' ability to tax nonresident telecommuters.
August 25, 2026
Are Your Clients Leaving This Retirement Savings Vehicle in Park?Most employers don't promote the potential benefits of HSAs for covering future health care costs, a new survey finds.
August 25, 2026
Wall Street Keeps Minting Box ETFs Despite Treasury Tax ScrutinyThe strategy, which delivers Treasury bill-like returns with lower taxes, is getting a fresh boost.