LPL Financial snags 2 Cetera teams with $1.15 billion in client assets

The latest additions expand LPL’s presence in Ohio with more than two dozen advisors and support staffers.
Forbes

How Financial Advisors Can Improve Their Fintech Options To Advance The Client Experience

Client expectations are changing faster than most financial advisory firms realize. In 2026, clients are not only comparing advisors to each other but are also comparing their experience to the best ...

LPL Financial Welcomes FHT Advisors and Impel Wealth Management

LPL Financial LLC announced today that the financial professionals of FHT Advisors and Impel Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) ...
Business Wire

Advisor360° Introduces Financial Planning to Enhance the Advisor Experience

NEEDHAM, Mass. & WINNIPEG, Manitoba--(BUSINESS WIRE)--Advisor360° TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial ...
Morningstar%2c Inc.

Ameriprise Advances AI Innovation Across the Advisor and Client Experience with $1B Annual Spend on Technology and AI Capabilities

Ameriprise Financial, Inc. (NYSE: AMP) today highlighted its continued advancement of the firm’s artificial intelligence (AI) capabilities, building on years of investment and innovation to help ...
Morningstar%2c Inc.

Should Your Client’s Financial Knowledge and Experience Drive Risk Strategy?

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

LPL Financial Welcomes Sound Foundation Wealth Advisors

LPL Financial LLC announced today that the financial advisors of Sound Foundation Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platforms. The team ...

Mind the Gap: Clients Want More Tax Planning Than Advisors Offer

Calling In More Experts. But Alex Caswell, founder of Wealth Script Advisors, said he's hearing from clients that they want ...
Financial Advisor

Financial Planning As An EQ And IQ Experience: Why It Matters For Financial Advisors

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

10 Questions to Ask Financial Advisors

Financial advisors are many things, but an oracle is not one of them. The quality of the advice you get from them depends on your transparency and the quality of information you provide them. This ...
PR Newswire

Merit Financial Advisors Names Heather Zack Executive Vice President, Head of Private Wealth, to Expand Ultra-High-Net-Worth Capabilities

PRNewswire/ -- ("Merit"), a Georgia-based financial advisory firm specializing in financial planning and wealth management ...

Women Are Building More Wealth. Are Financial Advisors Keeping Up?

Women are building and inheriting more wealth. Are financial advisors keeping up with their evolving investment, business, ...