Leo Almazora

Following a $300 million investment, LPL is set to gain $60 billion in assets from Prudential's broker-dealer and RIA business.

The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.

Amplified Planning, led by award-winning financial planner Hannah Moore, CFP®, has expanded its advisor training with two new programs. These new programs build on the success of its Externship and, following a partnership with CFP Board in May, aim to make the intensive eight-week course more accessible to CFP® certificants.

The $7 billion RIA welcomes a seasoned professional to help scale the business and draw talent across its private-client and institutional businesses.

The RIA giant's newest partner brings multigenerational wealth expertise while adding more than $1.1 billion in registered assets under management.

The deal gives the hybrid RIA with $11.84 billion in assets its third Pennsylvania location as well as its twenty-ninth partnership since receiving a key minority investment.

The global financial giant is expanding its focus beyond the mega-affluent as it looks to compete with rival banks on Wall Street.

With an operator-first ethos and a measured scaling strategy, the Mini Mall Storage Properties Trust is using its advantage as the market nears a new growth phase

The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a top leadership role.

The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.