Industry News

Advisor Upside

Why LPL Bought Mariner Advisors Biz It Already Works With

Photo via LPL Financial

Industry consultants view the deal as a win-win for both firms and advisors.

2 min read

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Advisor Upside

Morgan Stanley, BofA Add to Wall Street’s Earnings Bonanza

Higher income from trading and assets under management helped the big firms’ profits soar during the first quarter.

2 min read
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Advisor Upside

An Effective, Unpopular Way to Help Fix Social Security: $100K Cap

Limiting a couple’s benefit to $100,000 would plug up to a fifth of the solvency gap without affecting many current retirees.

2 min read
Photo via Erik McGregor/Sipa USA/Newscom

Advisor Upside

Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

The company filed Monday for the iShares Nasdaq 100 ETF, a result of the exchange broadening its US licensing for the index.

2 min read

Advisor Upside

Why ‘Old School’ Franklin Templeton Just Bought a Crypto Startup

Photo via Spencer Jones/Plexi Images/GHI/UCG/Universal Images Group/Newscom

The crypto space is relatively small compared with other asset classes, but the hype train is barreling down the tracks.

2 min read

Advisor Upside

Goldman Sachs to Invest $42.5M in TAMP GeoWealth

Photo via GeoWealth

The majority will provide liquidity to early shareholders instead of going directly to GeoWealth’s balance sheet.

1 min read

Advisor Upside

Robinhood, TradePMR Join Growing Referral Space

Photo by Getty Images via Unsplash

They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.

1 min read

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