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LPL Financial, the San Diego-based independent broker/dealer with $2.6 trillion in brokerage and advisory assets, has recruited a $1.1 billion team to its registered investment advisor platform from Wells Fargo Advisors Financial Network. Praxis Financial Partners advisors Scott Christian, Cecil Loyd, Jay Gentry and Matt Dion have joined LPL Financial’s broker/dealer and RIA platform after…
With oil prices high and gold slumping, chances are many uninitiated investors are hearing plenty about commodities this year. All that attention is stoking fresh interest in an asset class some experts believe merits heftier allocations in investors’ portfolios. Commodity ETFs are attractive starting points for both advisors and market participants new to this asset class….
More than 10 million EU retail investors traded derivatives or structured products between 2022 and 2025, with contracts for difference accounting for 35% of transactions in complex products, according to new analysis by the European Securities and Markets Authority. London’s trading industry is coming home! The regulator said rising activity in turbo certificates may point…
The stock market is feeling wobbly. Interest rates are going higher. Inflation is still too high. And some investors are getting jittery about the artificial intelligence (AI) trade that has driven much of the recent growth in the S&P 500 index (^GSPC +0.15%). After a years-long bull market in stocks, could we be heading for…
A testamentary trust is established within a will, allowing inheritance distribution over time, rather than all at once after the testator’s death (the testator is the person who set up the trust). Drip feeding an inheritance through a testamentary trust might be appealing if your beneficiaries can’t manage their own finances due to disability or…
Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter The Autumn Budget is one of the most important dates in the political calendar, and is certainly the most important day for fiscal policy. On the day, the chancellor lays out the government’s plans for the economy in the House…