Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

While the income of the top 1% varies, Forbes reported in 2023 that the bracket's minimum net worth is much higher — a cool ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.

To be eligible for this list, your company must be independently-owned and have a location within one of the following counties: Collin, Cooke, Dallas, Denton, Ellis, Grayson, Johnson, Kaufman, Parker ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Tina Tehranchian understands the value of recognition as an advisor. The senior wealth advisor at Assante Capital Management ...