Industry

Invex Financial, which manages $120 million, joins LPL's broker/dealer, corporate RIA and custodial platforms.

Nothing divides advisors quite like a college savings account.

LPL Financial could add 35 advisors and $2 billion in assets through an asset purchase of E.K. Riley.

Emigrant Partners has made an investment in the California-based firm, marking its third deal since the pandemic started.

Disciplinary hearings that historically had to be done in person or by phone can be conducted via videoconferencing, the CFP Board said.

Thoroughbred Financial Services said the loan would be used to support payroll and other expenses allowed under the program's guidelines, according to the firm's updated Form ADV.

From virtual home office advisor recruiting visits to videoconferencing, firms are seeing massive growth in digital interest.