Financial Advisor Disclosures and What They Mean for You

Check your financial advisor's disclosures for updates annually or during a significant change in your financial situation.

LPL Financial hires $2.4 billion financial advisory team from US Bank

The San Diego-based HighWater Wealth team is joining LPL as part of Quotient Advisor Partners.
Barron's

Another Robo-Advisor Bites the Dust. U.S. Bank Shuts Down Automated Investor.

U.S. Bank’s move comes after UBS, JPMorgan Chase, and other companies have rethought their approach to digital advice. U.S. Bank discontinued its robo-advisor, Automated Investor, late last month. The ...

2024 Top Advisor Rankings by State

Here are America's best financial advisors, organized by state. The rankings are based on data provided by around 6,000 of ...
Financial Planning

To gain wallet share, Citi to add 400 U.S. advisors and personal bankers

Citi Wealth Head Andy Sieg speaks at Citi's annual investor day in New York. Like many firms offering a wide variety of financial services, Citi tries to entice clients who come in for one particular ...

LPL Financial Adds $2.4B HNW Team From U.S. Bank

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving ...

U.S. Bank Cash+ Secured Card Review 2026

The is a solid option among cards designed for those looking to build their credit. It offers generous cash-back ...