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The eight-person practice from MassMutual cited the independent broker/dealer's operational support as a key factor.
Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.
The class action lawsuit alleges the firm concealed financial risks from clients holding variable annuities while collecting millions of dollars in commissions.
Commonwealth’s contract between its 2,900 advisors and technology company Advisor360° expires on June 1. Sources say LPL plans to migrate those advisors to its own technology platf...
The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.
JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.
Alan Feutz brings 25 years of experience serving high-net-worth clients and will move to Genesis Wealth to operate out of the firm’s newly opened branch on Chicago’s North Shore.
A practical primer for advisors
Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financi...
Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
Private Placement Life Insurance is a key aspect of a plan that transforms taxable wealth into a disciplined, enduring structure for sustaining wealth across generations.
Devin J. Garofalo earns national recognition from LPL Financial for his continued leadership, advisory excellence, and dedication to long-term client relationships. The post Founde...
Garofalo will support advisor engagement, communications, and advocacy efforts connected to LPL Financial's government relations initiatives. MIDLOTHIAN, Va., June 4, 2026 /PRNewsw...
Accessible as they are approachable, Hall Financial Advisors guides clients through every stage of life.
Seven reasons why financial planning has a bright future.
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