Comprehensive Financial, based in Burbank, Calif., joins Avantax from Independent Financial Group.
Peoria, Ariz.-based Validus joins LPL's broker-dealer, RIA and custodial platforms.
When stocks start the year soaring like this, tax management becomes trickier.
Tuesday's ruling by a D.C. appeals court means that approval of a bitcoin ETF could come any day now.
The problem is that too few U.S. adults are displaying longevity literacy, according to researchers.
The average 401(k) participant saw their account balances rise 9.6% during the first half of the year.
Crown Capital, which has about 260 financial advisors, was founded in 1999 and is led by CEO Derol K. Paulsen.
The Overland Park, Kansas-based RIA now has $210 billion in assets under management.
Riskalyze has been renamed Nitrogen, a name the company says reflects its evolution into a growth-minded tech provider.
Here's how advisors are already diving into the new generation of generative artificial intelligence applications.
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