Employee-Owned Houston RIA Adds 8 Partners To Complete Succession

Published on May 9, 2025

Financial Synergies has completed a long-term plan to transfer ownership to a new generation of advisors, passing up private equity and outside capital along the way.

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LPL Doubts Smaller Firms’ Chances In Fight for Commonwealth Advisors

May 9, 2025
During an earnings call, CEO Rich Steinmeier said LPL was in line to retain 90% of Commonwealth advisors, while CFO Matt Audette said it would be “challenging” for smaller firms to counter LPL’s scale.

Wall Street Brings the Bitcoin-Versus-Gold Clash to ETF Masses

May 9, 2025
The culture clash between Bitcoin enthusiasts and gold bugs is about to be played out in the world of exchange-traded funds.