LPL CEO Pledges Continuity for Commonwealth Advisors

Published on May 9, 2025

Rich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.

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For Goldman, RIA Service Starts With 'Unlocking Time'

May 8, 2025
Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.      Related StoriesWhat Tax-Free Social Security Benefits Would Really Mean1% : CerulliWant to Attract More IRA Rollovers? Consider This

Should I Exercise My Stock Options? (And When It Makes Sense to Wait)

May 9, 2025
Exercising stock options is a big decision. It involves risk, cash, taxes—and timing.Unlike RSUs (restricted stock units), which vest automatically and show up in your account, stock options require you to actively choose when to exercise. And that means you’re putting money on the line. So the natural question is: should you exercise stock options now – or wait?Let’s walk through the basics, the