Celebrating 50 years of empowering independent financial professionals with the scale, innovation, and support to lead ...

HOUSTON, TX, UNITED STATES, February 12, 2026 /EINPresswire.com/ -- Empowering Clients and Families to Navigate Life ...

LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. Check out why LPLA stock is a buy.

Lenox Advisors, Inc., an affiliate of NFP, an Aon company, and a leading wealth and insurance advisory firm serving high net-worth individuals, families, and corporate clients, today announced the ...

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Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth ...

The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.

Even as UBS' CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost two members of a long-affiliated team to its rival Morgan Stanley.

Client expectations are rising, and the competitive landscape demands operational excellence. Firms that invest in ...

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today celebrates the achievement of 18 outstanding wealth advisors named to the 2026 Forbes’ ...

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Claro Advisors was founded in 2012 by Belanger, a former financial advisor at Morgan Stanley. NDVR was founded in 2019 by Michael Simon, the former Chairman and CEO of LogMeIn, who led the company ...