Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today ...

Forward-thinking Registered Investment Advisors (RIAs) and family offices are increasingly pivoting toward private mar ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of D. Scott Neal, Inc. ("D. Scott Neal"), a Kentucky-based financial ...

While the story of assets in flux has gotten a lot of attention in the media, the nuances of the great wealth transfer aren’t often noticed. For instance, research compiled by Edward Jones suggests ...

Findings from the recent Financial Advisor Confidence Outlook found that more than a quarter of advisors modify portfolio ...

LPL Financial (LPLA) will acquire wealth management firm Commonwealth Financial Network in a $2.7 billion deal that will expand LPL's advisory staff. Commonwealth "supports" about 2,900 independent ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

The two wealth giants welcome former leaders from Goldman Sachs and JPMorgan as they look to drive their respective growth ...

Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.