Ahead of LPL’s Commonwealth deal, nearly 110 advisors depart
When Adam Spiegelman learned in March that Commonwealth Financial Network would be acquired by LPL Financial later this year, he ...
Monday, May 11, 2026
Tag: advisors
How advisors can protect clients from pig butchering scams
What starts with a casual text message might end in financial ruin. Pig butchering, a type of scam that became widespread ...
Here’s what women are sick of hearing from advisors
Historically, the wealth management industry has been largely by and for men.Today, a smaller share of women's wealth is actively ...
Conestoga Capital Advisors Trimmed Its Position in Simulations Plus (SLP)
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The ...
Gray divorce rise presents retirement challenges for advisors
Divorce later in life doesn't just split assets — it can shatter retirement plans. As so-called gray divorce becomes more ...
SmartAsset calculates financial advisor’s value
Financial advisors seeking a quick way to show prospective clients how their services pay for themselves many times over can ...
How advisors use technology to retain clients during transitions
Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a ...
UBS loses advisors to Merrill, Ameriprise, Raymond James
A father-son and father-daughter team from UBS is headed to Ameriprise for the "autonomy to build a team."Chuck Heare and ...
The Secret Retirement Weapon Advisors Overlook: Health Savings Accounts (HSAs)
When people think of retirement savings, the usual suspects come to mind—401(k)s, IRAs, maybe a Roth account if they’re savvy. ...
How advisors can work with disabled clients
Trust is always an issue for clients trying to find a financial advisor. But that can be exacerbated when the ...
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