A Strategic Leadership Shift At LPL Financial
LPL Financial has appointed Marc Cohen as managing director of business strategy and innovation, marking a strategic leadership shift at the firm.
Gundlach Urges America To Reign In Its Borrowing Spree
Jeffrey Gundlach, founder of DoubleLine Capital, urges America to rein in its borrowing spree before it triggers a financial catastrophe.
Adhesion: 7 Key Factors For Advisors Seeking the Ideal Enterprise RIA
(Adhesion) When considering an Enterprise RIA firm to join, there are many things to consider. Many firms provide comprehensive support designed to enable smaller independent advisors to focus more on their core functions, such as managing client relationships and growing their businesses. This support structure is critical, as it helps alleviate the operational, administrative, and regulatory burdens that can otherwise consume significant time and resources.
SEI Acquires LifeYield To Boost UMH Capabilities
SEI® has announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.
Vanguard And Robinhood Worlds Apart Only At First Glance
Vanguard and Robinhood may seem worlds apart at first glance.