Author: narayan

LPL Financial, the San Diego-headquartered independent broker/dealer with servicing and custody of about $2.3 trillion in brokerage and advisory assets,

The industry saw more outflows than inflows of producing financial advisors in 2025, with 57,000 leaving and only 53,000 entering

The U.S. Department of Labor is nearing the release of a proposed rule on advisors’ duties when recommending alternative investments

A 12-person advisory that had been with Northwestern Mutual has joined Mariner Independent, Mariner’s 1099 independent contractor channel that brought

TaxStatus has launched two productivity tools designed to help financial advisors and improve accuracy and efficiency ahead of the 2025

Cybersecurity threats abound, and any financial firm with a brand name of any size or scope has an ever-greater technology

The Securities and Exchange Commission’s moves to dismiss several prominent enforcement actions against crypto firms in the context of President

Join host Ryan Nauman, Market Strategist at Zephyr, for an insightful episode of the Adjusted for Risk podcast featuring Matt

Morningstar has launched an index tracking late-stage pure-play GenAI companies as they transition from private to public markets. Called Morningstar

Modern irrevocable trusts often span long periods or last in perpetuity. With growing frequency, those involved with existing irrevocable trusts