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In partnership with its minority investor LPL, Private Advisor Group will acquire the hybrid business of Mariner Advisor Network, which includes 144 advisors.
Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.
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...
Under the new program, advisors in the U.S. Armed Forces will choose a qualified continuity partner or LPL to service their clients while they’re deployed.
LPL executives addressed the impact of artificial intelligence and its continued integration of Commonwealth, with asset retention now in the mid-80% range.
A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purc...
The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
LPL reports that malware from phishing led to unauthorized transactions in client accounts.
Modern Wealth acquires former LPL affiliate Legacy Wealth Management, marking its 20th acquisition and first Florida office, expanding its national footprint.
Lido Advisors launched a broker/dealer option as it continues to recruit advisors, though it will remain focused on being a fee-only RIA, according to a regulatory filing and execu...
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...
This low-cost, actively managed fixed income fund offers broad exposure to U.S. investment-grade bonds, with selective allocations to below-investment-grade and international debt.
Insight Wealth quietly opened a 3% position last quarter, snapping up shares of this diversified bond ETF.
Insight Wealth quietly opened a 3% position last quarter, snapping up shares of this diversified bond ETF.
The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.
The addition of Brown and Company represents the second LPL practice Modern Wealth has acquired this month, bringing the RIA’s total assets to over $13 billion.
LPL Financial, a US-based wealth management firm, has opened a global capability centre in Hyderabad. In other news, QAI Ventures, the Switzerland-headquartered VC firm is actively...
Private Advisor Group, one of the nation’s leading financial services firms headquartered in Morristown, announced that, in partnership with its minority equity investor LPL Financ...
The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."
Explore key insights into Laurentian Bank (TSX: LB) stock. In this guide, we’ll discuss what to consider before buying this stock as well as key indicators for viability
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