We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

Lower interest rates over the next several years will stifle net interest income growth. The company may have a greater opportunity to recruit advisors as it fills holes in its geographic footprint ...

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access information on a device and to provide personalised ads and content, ad and ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Robo-advisors have gained popularity in recent years, but they come with some pros and cons. While a robo-advisor manages ...

The world’s largest independent hotel brand, Preferred Hotels & Resorts, has launched a new Travel Advisor Portal with a host ...

A former UBS registered investment advisor has left the firm to start her own RIA in partnership with support platform ...

Several FSI OneVoice panels that were on the topic of artificial intelligence and most BD's know they must up their game.

Larson was with UBS for nine years, mostly with the Carlson Larson Wealth Management group, and before that was a registered ...

Lehi police are searching for victims of fraud after a months long investigation revealed an independent financial advisor ...

Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James ...

While the model has become a go-to for advisors seeking independence, understanding the variety of types and options can be challenging.