Advisors

Areawide Insurance Advisors Joins Leavitt Group Texas Select

Auto Insurance /
Hundreds May Have Been Exposed to Rabies in Grand Teton National Park Cabins

Areawide Insurance Advisors has joined Leavitt Group Texas Select, strengthening the agency’s presence in the Bryan and College Station area with the added resources of Leavitt Group, a national brokerage. Mike Kilgore, owner of Areawide Insurance Advisors, will continue to lead the local office as manager. For more than a decade, Areawide Insurance Advisors has […]

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LPL Loses 328 Advisors After Commonwealth Deal

Real Estate Buying & Selling /
LPL Loses 328 Advisors After Commonwealth Deal

Since LPL Financial announced its deal to acquire Commonwealth Financial Network in March, roughly 328 advisors have left the independent broker/dealer, according to a new analysis by Wolfe Research. That includes the Summit Wealth Group, a team of 24 advisors who left in May to start their own registered investment advisor.  Excluding that group, which

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Top 10 401(k) Decisions Advisors Face in 2026

Real Estate Buying & Selling /
Top 10 401(k) Decisions Advisors Face in 2026

2026 promises to be an interesting and pivotal year for the defined contribution industry, with plan sponsors, advisors and the providers who support 401(k) plans facing critical decisions.  The pace of technological innovation is accelerating, especially artificial intelligence, with FIS releasing an entirely new cloud-based record keeping system for Omni and Relius users. Plan sponsors

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Why Advisors Must Address Long-Term Care Planning

Real Estate Buying & Selling /
Why Advisors Must Address Long-Term Care Planning

Advancements in medical treatments have extended life expectancy and enabled life-sustaining therapies. That’s the good news. But these advances have added to the rising long-term care risk in our country. Approximately 70% of adults age 65 and older will require some form of LTC, according to the U.S. Department of Health and Human Services. And

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NewEdge Advisors to Launch W-2 RIA Push in 2026

Real Estate Buying & Selling /
NewEdge Advisors to Launch W-2 RIA Push in 2026

NewEdge Advisors, the New Orleans-based RIA partnership platform owned by NewEdge Capital Group, has been seeding its W-2 employee advisor channel this year with plans to launch it more directly into the market in 2026. The move comes as NewEdge Advisors has seen interest from 1099 independent contractor advisors facing high valuations, both for recruiting

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Advisors Prefer Standalone ETFs Over Dual Shares

Real Estate Buying & Selling /
Advisors Prefer Standalone ETFs Over Dual Shares

In spite of asset managers’ growing enthusiasm for the use of mutual fund/ETF hybrid shares, it might be some time before financial advisors start investing in such products on a large scale, according to the November 2025 issue of FUSE Research Network’s Advisor Trend Monitor. Dozens of asset managers have filed applications for exemptive relief,

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$3B Bryn Mawr Trust Advisors Adds Altruist as Custodian

Real Estate Buying & Selling /
$3B Bryn Mawr Trust Advisors Adds Altruist as Custodian

Bryn Mawr Trust Advisors, the wealth management division of WSFS Financial Corporation with about $3 billion in assets under management, has added Altruist to its custodian lineup, which also includes Fidelity, Schwab and Pershing, according to ADV filings.   “Partnering with Altruist represents a significant step forward in our mission to provide innovative, client-centric solutions,”

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Commonwealth Teams Managing $400M Join Savvy Advisors

Real Estate Buying & Selling /
Commonwealth Teams Managing $400M Join Savvy Advisors

A trio of Commonwealth Financial Network teams totaling nearly $400 million in assets is leaving for Savvy Advisors in the wake of LPL Financial’s acquisition of Commonwealth. It’s the latest defection as LPL strives to meet its goal of retaining 90% of Commonwealth advisors. The moves push Savvy’s total wealth manager count above 100. The

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Boneparths Share Money Together Insights for Advisors

Real Estate Buying & Selling /
Boneparths Share Money Together Insights for Advisors

Partnership in life and business takes communication, balance and understanding, and when money enters the mix, the stakes are even higher. In this episode of the Focused on The Future podcast, host Suzanne Siracuse talks with Douglas and Heather Boneparth, the husband-and-wife team behind Bone Fide Wealth, about how their personal and professional lives intersect,

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Advisors Must Master Communication for DC Success

Real Estate Buying & Selling /
Advisors Must Master Communication for DC Success

People are inundated with information, whether through text, email or video, skimming over what might be important or even essential. These issues are especially relevant for defined contribution plan sponsors who juggle up to 10 jobs and have little to no training, and are even more concerning for their employees, who struggle to save for

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