Industry

Advisors will now have more flexibility in scheduling rebalances of their chosen models.

Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.

Now at $245 billion in AUM, Edelman expects to increase M&A momentum in 2024.

Despite industry protests asking for more time, the DOL will hold its public hearing on the rule next month and close the comment period Jan. 2.

With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

LPL Private Wealth Management aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout.

CEO Shirl Penney expects his independent advisor services platform to reach its goal by Independence Day of next year, and he still has plans to take the company public.

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.