AmeriFlex Group Cuts Ties with Osaic Wealth to Preserve Independence

June 30th, 2025
A reported by AdvisorHub, the AmeriFlex Group has officially parted ways with Osaic Wealth. Both firms characterized the move as a "mutual agreement."

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BNY Mellon and Northern Trust Reportedly in Merger Talks

June 27th, 2025
Merger discussions between Bank of New York Mellon Corp. and Northern Trust Corp. have reportedly been underway for over a year, according to a sen...

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Advisors Rethink Management Fee Models

June 26th, 2025
According to Financial Planning, the debate over how financial advisors should charge for their services continues to evolve, with a growing number...

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RIAs Face a Turning Point as Advisors Demand Independence, Tech, and Trust

June 25th, 2025
A new report from New England Consulting Group reveals widespread frustration within large RIA firms and skepticism about whether today's roll-up s...

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New Jersey's Proposed Contractor Rule Could Upend Independent Advisor Model

June 24th, 2025
Independent financial advisors in New Jersey may soon face a serious threat to their autonomy.

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Concurrent Investment Advisors Expands with New RIA Minority Investment ...

June 23rd, 2025
Concurrent Investment Advisors has launched RIA Capital Partners, a new platform aimed at taking minority stakes in small to mid-sized registered i...

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CFP Board to Examine How to Navigate AI's Role in Financial Planning

June 19th, 2025
The CFP Board recently launched an AI Working Group to examine how artificial intelligence can enhance financial planning while preserving the prof...

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LPL Financial Leads Industry in Aggressive Advisor Recruiting

June 18th, 2025
In the fiercely competitive world of wealth management, few firms have leaned into advisor recruiting as aggressively as LPL Financial, according t...

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UBS to Overhaul Broker Compensation Amid Rising Attrition

June 17th, 2025
According to AdvisorHub, UBS Group Chief Financial Officer Todd Tuckner reaffirmed the firm's commitment to reshaping broker compensation as part o...

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Why More Advisors are Outsourcing Investment Management to Wrap Programs

June 16th, 2025
The financial planning landscape continues to evolve, and for a growing number of advisors, managing client investments no longer is a priority.

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Blog

AmeriFlex Group Cuts Ties with Osaic Wealth to Preserve Independence

June 30th, 2025
A reported by AdvisorHub, the AmeriFlex Group has officially parted ways with Osaic Wealth. Both firms characterized the move as a "mutual agreement."

Read More

BNY Mellon and Northern Trust Reportedly in Merger Talks

June 27th, 2025
Merger discussions between Bank of New York Mellon Corp. and Northern Trust Corp. have reportedly been underway for over a year, according to a sen...

Read More

Advisors Rethink Management Fee Models

June 26th, 2025
According to Financial Planning, the debate over how financial advisors should charge for their services continues to evolve, with a growing number...

Read More

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