Advisor Channels

The percentage of advisors 'at risk' of leaving their firms is up from last year, and J.D. Power says firms need more advisors who will actively promote or recommend their brand to colleagues.

Independence in the wealth management industry is much like your local ice cream shop—there are many different flavors to choose from.

LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected over the next several months. It is one of LPL's largest clients.

The deal brings Advisor Group considerable scale in the financial institution market and a more dedicated channel for those advisors.

A 10-year bull market has propelled growth at most RIAs. Yet a group of firms strategically grew at a rate faster than their peers. How are they different?