Ameriprise Files for TRO Against 3 Advisors for Taking Client Data to LPL

Published on February 13, 2025

The advisors printed out more than 8,000 pages of data and pre-solicited clients, Ameriprise alleges.

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Schwab to Raise Advisor Network Referral Fees by 5%

February 13, 2025
The fee changes for advisors utilizing the Schwab Advisor Network program will take effect later in 2025.      Related StoriesSchwab Expands 24-Hour Trading to All Its Retail ClientsDOL Hits Pause on Fiduciary Rule AppealAdvisor Shortage Could Reach 100,000 by 2034: McKinsey

Monument Wealth’s Jessica Gibbs, CFP® and Emily Harper, CFP® Ranked Virginia’s 2025 Top Women Wealth Advisors by Forbes

February 13, 2025
Monument Wealth Management is proud to announce that our very own Jessica Gibbs, CFP® and Emily Harper, CFP® have both been ranked by Forbes as Top Women Advisors in the State of Virginia for 2025!“As an advisor, I think a lot about helping Monument’s clients best navigate their unique paths. It’s a privilege to receive this recognition because it reaffirms that the path I chose—to become a financ