2025 is shaping up to be an especially promising year for financial advisors considering a move to a new firm. Industry veterans will tell you

When financial advisors think about making a move, one concern that stops the conversation before it starts is this: “I’ve got a disclosure on my

LPL Financial is turning up the volume—on both its branding and its competitive messaging. Speaking at the Bernstein Strategic Decisions Conference, LPL’s head of business

Another Sign That Wider Advisor Adoption May Be on the Horizon Raymond James has officially entered the AI arms race—partnering with Zoom to roll out

If you’ve ever felt like collateral damage in a corporate legal war, you’re not alone — just ask the 30 independent advisors recently swept into

With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity. Florida is about to become ground zero