RIA Model Portfolio Assets Rose 5.5% in Q1

Published on July 11, 2025

A new report from Broadridge Financial Solutions shows steady growth in model assets throughout the industry.

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A Good Time to Reflect on Hype

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Author and hype-buster extraordinaire Simon Lack weighs in on investment-related BS.

Commonwealth Loses A Dozen Advisors to Rival Broker/Dealers

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As the LPL acquisition of Commonwealth nears completion, a handful of advisors have chosen to affiliate with other broker/dealers or start their own firms.