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Hybrid managing $300 million moves to LPL from Voya
NEWS BROKER DEALERS JUL 15, 2020
Hybrid managing $300 million moves to LPL from Voya

Crossroads Financial Services will use Financial Services Network as an office of supervisory jurisdiction

Creative Planning acquires $600 million RIA
NEWS RIAS JUL 14, 2020
Creative Planning acquires $600 million RIA

Thun Financial Advisors specialize in serving U.S. citizens who live overseas

Kamila McDonnough elected CFP Board Chair-elect
NEWS RIAS JUL 14, 2020
Kamila McDonnough elected CFP Board Chair-elect

The president of the advisory firm GRID 202 Partners will take the top post in 2022

By the Numbers: Learn more about this year's honorees
NEWS INDUSTRY NEWS JUL 14, 2020
By the Numbers: Learn more about this year's honorees

Dasarte Yarnway: This year’s youngest 40 Under 40
NEWS INDUSTRY NEWS JUL 14, 2020
Dasarte Yarnway: This year’s youngest 40 Under 40

RBC recruits duo with $245 million
NEWS BROKER DEALERS JUL 13, 2020
RBC recruits duo with $245 million

The Albuquerque, New Mexico-based advisers are joining from Maplewood Investments

New Hampshire investigating churning claims against Merrill brokers
NEWS WIREHOUSES JUL 13, 2020
New Hampshire investigating churning claims against Merrill brokers

Former governor says the firm, two former brokers were responsible for $50 million in losses

THE INVESTMENTNEWS PODCAST JUL 13, 2020
PPP loans continue to haunt the wealth management industry, Bruce and Jeff explain why, plus more.

This week’s episode takes a look at the use of PPP (Paycheck Protection Program) loans in financial services, the appeal of new semitransparent ETFs, Cetera’s recruiting efforts, the need for alternative investments, and what going back to the office looks like.

‘Lost and found’ 401(k) bill is good for the advice industry
NEWS OPINION JUL 12, 2020
‘Lost and found’ 401(k) bill is good for the advice industry

While not exactly novel, the legislation is a sound first step toward getting Main Street investors the tools they need

The big juicy pork chop
NEWS BROKER DEALERS JUL 12, 2020
The big juicy pork chop

In the latest episode of the InvestmentNews Podcast, Jeff Benjamin and Bruce Kelly analyze LPL Financial’s latest effort to stay ahead of the recruiting curve