Advisors are bullish on the industry’s prospects for continued M&A, although challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
PEAK6 is funding a fintech program at the University of Michigan Ross School of Business.
LPL's branch recruiting is up 45% over a year ago, as the broker/dealer increases recruiting support and opens up the lines of communication to hybrid firms.
Adam Cmejla describes the steps he went through to raise his financial planning fees and focus on a niche audience of optometrists.
In order to focus more on her clients and less on the hassles of being a business owner, Michele Clark joined Acropolis Investment Management, an independent RIA with nearly $1.1 billion in assets under management.
Bone Fide Wealth found Douglas Boneparth uses a media and PR-driven marketing strategy to attract high-income millennial clients.
The redesigned CFP education program is aimed at keeping busy professionals on track to pass the exam.