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 ...

Wealth management firms are rapidly adopting artificial intelligence to grow their businesses and reduce time spent on ...

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 ...

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 Financial LLC announced today that financial advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, Linsco by LPL Financial to launch Paddock and Pine Wealth Partners.

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

LPL Financial Holdings (LPLA) is in focus after veteran advisors Justin Flowers and Wally Bradley joined Linsco by LPL, establishing Flowers-Bradley Wealth Management with approximately $320 million ...

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