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Latest News

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M and A - July 19, 2019

LPL Adds New Wealth Advisors

The firm has brought over more advisors to its platforms in recent days in different parts of the US. ...

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M and A - July 19, 2019

Kestra Taps Into Wealth Industry's M&A Spree

Now owned by Warburg Pincus - with a majority stake - Kestra is pushing harder into the M&A advisory space for wealth advisors, an area that has grown considerably in recent years. ...

Comment and Analysis

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Wealth Strategies - July 12, 2019

Why Behavioral Finance Matters For Wealth Managers

Behavioral finance is now such a significant topic that a specialist in the field who won a Nobel Prize for Economics advises a bond fund management titan. The subject even gets a turn in Hollywood. ...