LPL and Edward Jones Tell Different Stories of Headcount and Profit

February 8th, 2022
LPL and Edward Jones Tell Different Stories of Headcount and Profit

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CFA Exam Pass Rate Remains Close to a Record Low

February 7th, 2022
According to Financial Planning, 43 percent of candidates completed the Chartered Financial Analyst exam series.

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Raymond James and Ameriprise Report Record Asset Growth

February 4th, 2022
According to Investment News, Raymond James's advisors in its private client group recorded net new asset growth of $104 billion, or 11 percent, ov...

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Stifel CEO Aims to Reach $1 trillion in Customer Assets

February 3rd, 2022
Ron Kruszewski, Stifel's CEO, has set an ambitious goal of reaching $1 trillion in customer assets under management for Stifel's wealth division.

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UBS Buys Wealthfront for $1.4 Million

February 2nd, 2022
According to AdvisorHub, UBS purchased Wealthfront, a digital wealth management platform worth more than $27 billion in assets under management.

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LPL and Commonwealth Using Asset Level to Calculate Recruiting Deals

February 1st, 2022
According to WealthManagement.com, Commonwealth Financial Network confirmed that it recently changed the way it structures deals it offers prospect...

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Baird to Purchase Firm that Pioneered the "Masterplan"

January 31st, 2022
According to Financial Planning, Baird secured an agreement to acquire a privately held wealth manager, Hefren-Tillotson.

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Recent Hire Highlights LPL Financial's Rise in Custody Business

January 28th, 2022
A recent hire shows where LPL is headed in the future.

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Driving Factor Behind Rockefeller Capital's Success

January 27th, 2022
Under the leadership of Greg Fleming, Rockefeller Capital Management has rebranded, breathing new life into a family office legacy.

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Morgan Stanley and Merrill Lynch Set Records

January 26th, 2022
Both Morgan Stanley and Merrill Lynch have set records in 2021 for asset growth and revenue growth, according to Financial Planning.

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