In the wake of its blockbuster deal to acquire Commonwealth Financial Network, LPL Financial has been courting Commonwealth's roughly 2,900 advisors as it maintains a 90% retention target. Yet LPL's ...

A California-based credit union serving members of the tech industry has sued a group of ex-advisors in Idaho who it says breached their contracts when they took some $200 million in client assets to ...

LPL's W-2 channel, Linsco, also added a $330 million team from Janney, while Ameriprise's independent unit lassoed advisors ...

Advisors always tell you it's not about the money when it comes to recruiting, but when you see money like that, it's about ...

In recent days, LPL Financial Holdings has seen multiple advisor teams depart for competitors and is now facing a lawsuit from First Tech Federal Credit Union alleging misappropriation of trade ...

Jump, a provider of AI solutions for financial advisors/services, announced its acquisition of Mobile Assistant, an advisor transcription service.

Janney also adds teams from Morgan Stanley and UBS, while LPL Financial picks up advisors from Janney for its direct employee ...

Looking for cheap stocks in an expensive market? This stock of this wide-moat company is significantly undervalued and ...

First Tech Federal Credit Union alleges advisors took confidential client information when moving to new firms while touting ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A ...

Raymond James recently recruited two teams from LPL Financial that managed a combined total of $420 million in assets to join its independent channel in Kansas and Minnesota. The larger of the teams ...