Staffing, Not Strategy, Defines DC Advisory Firm Success

Published on March 20, 2026

Retirement plan advisors need organizational depth and next-generation talent to maintain profitability as client demands intensify and fee pressure mounts.

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Deals & Moves: $1B Maridea Lures LPL Team; $30B Waverly Expands in Washington

March 20, 2026
Also, Carson Group acquires a $160M firm in New York, advisors known as The Finance Couple leave LPL for Osaic, and RBC Wealth adds from Morgan Stanley on its march to add advisors.

FINRA-Suspended Broker ‘K Money’ Pleads Guilty to Social Media Fraud

March 20, 2026
Kenneth Thom faces up to five years in prison for defrauding social media followers of more than $800,000.