Refinitiv upgrades digital tools with Advisor Software purchase

The acquisition comes just one month after Refinitiv launched the Digital Investor tool
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LPL keeps adding advisers during the pandemic

But the firm reports a slowdown in the pace of bringing new advisers aboard
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Number of B-Ds, reps registered with Finra falls again

Firms registered with the broker-dealer industry regulator saw their revenues and profits rise last year
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RMD relief is here — but only until Aug. 31

Act now to return unneeded required minimum distributions taken prior to the CARES Act
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OCM Capital Partners acquires $440 million RIA

Thousand Oaks Financial will become part of One Capital Management, which is a subsidiary of Toronto’s CI Financial
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