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Defiance ETFs Launches First U.S. Hydrogen ETF

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Defiance ETFs has launched the United States' first hydrogen exchange-traded fund.

Sponsor Insights - A Charles Schwab Franchise Offers The Best Of Both Worlds For The Right Financial Advisor

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About a decade ago, Charles Schwab began recruiting select financial advisors to franchise with the company via a new business model: the Schwab franchise.

Mercer Advisors Purchases San Diego RIA

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The acquired firm, Epstein & White Financial, has roughly $740 million in client assets.

LPL Launches M&A Solutions For Advisors

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LPL Financial, the nation’s largest independent broker-dealer, has unveiled an enhanced suite of services to help advisors sell or acquire practices.

Sound Income Strategies Debuts ETF For Retirees And Pre-Retirees

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Sound income strategies, an RIA specializing in actively managed income-generating portfolios for retirees and those planning for retirement, has launched two actively managed income exchange-traded...

Ex-Merrill Advisors Who Managed $130M Join Raymond James

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The Ohio-based advisors operate as Platinum Family Wealth.

Palombo Group Joins Baird’s Wealth Management Division in Houston

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The Palombo Group's three-person team oversees more than $185 million in client assets.

BlackRock Adds To iBonds Lineup

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BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).

Ex-Geneos Firm Joins Raymond James

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The 11-person team at Silversage Advisors managed $417 million in assets.

SEI Launches Investor Tax Savings Report For Independent Advisors

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The new report lets independent financial advisors run an automated report across various time periods.

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