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Newsweek ranks LPL as a ‘Most Respectable Company’
INVESTING ESG DEC 21, 2022
Newsweek ranks LPL as a ‘Most Respectable Company’

Recognition based on survey of 11,000 people about their perceptions of companies related to corporate social responsibility.

UBS ushers in $220 million Wells Fargo rep
NEWS RIAS DEC 21, 2022
UBS ushers in $220 million Wells Fargo rep

Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.

‘IN the Nasdaq’ with William Cohan, author of ‘Power Failure'
VIDEOS IN THE NASDAQ DEC 20, 2022
‘IN the Nasdaq’ with William Cohan, author of ‘Power Failure'

Author William Cohan sits down with InvestmentNews anchor Gregg Greenberg to discuss GE, Jack Welch and his new book, 'Power Failure: The Rise and Fall of an American Icon.'

Indiana indie with $220 million joins Commonwealth from Cambridge
NEWS BROKER DEALERS DEC 20, 2022
Indiana indie with $220 million joins Commonwealth from Cambridge

Accounting-oriented Strategic Planning Group is based in Fishers, Indiana.

$830 million indie team moves to LPL from Royal Alliance
NEWS BROKER DEALERS DEC 20, 2022
$830 million indie team moves to LPL from Royal Alliance

Kansas-based Strategic Partners is affiliating with LPL through National Financial Alliance.

Prime Capital acquires $1.75 billion wealth planning firm
NEWS INDUSTRY NEWS DEC 19, 2022
Prime Capital acquires $1.75 billion wealth planning firm

Liberty Wealth Advisors, led by James S. Gladney, has clients in more than 45 states.

The sky isn't falling on nontraded REITS
THE INVESTMENTNEWS PODCAST DEC 19, 2022
The sky isn't falling on nontraded REITS

Bruce and Jeff connect with Kevin T. Gannon, CEO of RA Stanger Investment Bank, to talk about nontraded REITS, their history, all of the current nuances when working with them, and their advantages and disadvantages.

Had a bad year? It could’ve been worse
INVESTING ALTERNATIVES DEC 19, 2022
Had a bad year? It could’ve been worse

2022 was marked by soaring inflation and a sinking stock market, but it had some redeeming features, including the fact that increasingly fee-based revenues make it easier for advisory firms to weather such storms.

Lincoln Financial launches financial wellness marketplace
RETIREMENT RETIREMENT PLANNING DEC 16, 2022
Lincoln Financial launches financial wellness marketplace

The first service offered in the marketplace will connect plan participants to student debt solutions.

No 2022 capital gains on Schwab exchange-traded funds
INVESTING MUTUAL FUNDS DEC 16, 2022
No 2022 capital gains on Schwab exchange-traded funds

The asset manager announced that all 29 of its ETFs will avoid such distributions this year.