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Jambusaria maintains 6,107 direct shares.
Georgia-based Praxis Financial Partners brings four advisors and a support staff to LPL’s RIA platform after evaluating more than a dozen firms.
The Seattle-based team said it has joined LPL’s RIA channel and custodial platform for its technology, advisor service model and investments in innovation.
Katharine Reeping disposed of $152,719 in stock at $347.88 per share, reducing her direct holdings by 20% while retaining restricted stock units vesting through 2029.
Twenty-eight advisors managing $825 million chose Gateway Financial Partners over following Sierra Ridge to Cetera, citing partnership culture and platform continuity.
In addition, Verdence completes its second deal since selling a majority stake, Modern Wealth acquires a $290 million California firm in its sixth deal of 2026, and Carson Wealth a...
According to FINRA, Rudy Anguiano allegedly transferred funds from two clients to a separate account for his own LLC. LPL reimbursed both customers in full after discovering the mi...
ICG next, led by James Costabile, has switched from LPL to Osaic to join a firm he says offers large-scale resources with a more personal, relationship-focused approach.
Industry lawyers and experts say the latest wrinkle in a long-running LPL-Ameriprise recruiting dispute shows why advisors should strongly consider retaining their own legal counse...
The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may b...
In a newly filed suit, Aldina Barry says she worked for LPL for more than 25 years and argues new performance metrics were used to justify her dismissal.
Toronto-based advisory firm adds a managing partner in Calgary and a national insurance planning director as it pushes west
Larson Capital Management, Larson's $2.5 billion real estate and alternative investment arm, becomes day-to-day operator, pairing an institutional sponsor with EquityMultiple's tec...
In other moves, Modern Wealth adds a former LPL team overseeing $330M, Captrust snags Sanctuary team in its own backyard, The AmeriFlex Group adds 17 advisors in Q3, and a $576M St...
Lighthouse Planning expands personalized financial planning across Nashville and Middle Tennessee for professionals, business owners, and retirees. The post Lighthouse Planning Exp...
Canada Life amalgamated two mutual fund dealers on Thursday, creating one national platform
Arnold will serve as executive chairman at the New York wealth management platform, which plans to launch its AI-native operating system next week.
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organ...
Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.
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