XY Planning Network Tops 2,000 Advisors After Record 2024

Published on March 27, 2025

CEO Alan Moore says the network is benefitting from higher demand for fee-only fiduciary financial advice.

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LPL Adds $600M UBS Team to Employee Channel

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Former UBS advisor Austin Greer launched Oxford Oaks Capital under LPL’s Linsco, the firm’s W-2 affiliation model.

Active Management Lives On in ETFs After $1 Trillion Asset Haul

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Total assets held by actively run ETFs in the US have hit the $1 trillion milestone, as investors sink cash into a new generation of strategies — shaking up the passive reputation of this booming corner of money management.