After more than three decades in practice, Ron Davidson, who broke down barriers as one of the first Black independent financial advisors, found his successor with the help of LPL’s diversity and inclusion initiative. He retires on April 1.
A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.
The Financial Planning Association launched a new knowledge circle to focus on issues unique to the Asian American and Pacific Islander communities.
Scottsdale, Ariz.-based Progressive Financial Concepts joins Wealth Consulting Group, an office of supervisory jurisdiction of LPL Financial.
The mergers, acquisitions and advisor moves that occurred the week of March 15, 2021.
Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.
RIA and investor Ancora argues Blucora is mismanaging Avantax, its roll-up of tax-centric broker/dealers, including HD Vest, sending advisors fleeing.