In the most recent quarter, Baron Opportunity Fund initiated a position in LPL Financial Holdings. Click here for mor on our ...

Financial advisors affiliated with a broker-dealer are far more ... their current firm in 2025, independent practice and wealth management firms were the top two answers, with 30% each.

Assets managed by advisers continued to grow in 2023, hitting a record $31.3 trillion, according to a new report from Cerulli Associates.

There’s no reason advisors should be excluded from the 20% pass-through tax deduction that other professions enjoy as a result of the Tax Cuts and Jobs Act of 2017, Financial Services Institute (FSI) ...

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions ...

Toward the end of last year, Fidelity told registered investment advisors it would begin ... to and works with some of the largest independent broker-dealers in the industry, including Osaic ...

LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered ...

Wells Fargo in 2022 took a big step in bolstering its independent broker-dealer, Wells Fargo Advisors Financial Network, known as FiNet, when it created a new bonus for some, but not all ...

In 2023, Advisor Group, one of the largest networks of independent broker/dealers, announced it would merge its multibrand network into a single entity with a new name, Osaic.

Financial advisor headcount has grown just 0.2% ... was basically flat at around 15% from 2022 to 2023. The independent broker/dealer channel had the highest headcount market share, at 16.5% ...

LPL Financial (LPLA) announced that financial advisors Jared Roskelley and Kyle Robertson of Jackson/Roskelley Wealth Advisors have joined LPL ...

While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging.