LPL Financial LLC announced today that Shawn Gentle, AIF® of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported ...
The independent broker-dealer has done especially well recruiting Commonwealth advisors since that firm's acquisition by LPL ...
Meanwhile, LPL lured a 37-year industry veteran from Raymond James in Alabama, and Bank of America hauled new hires from ...
LPL Financial said today that it had lured an Alabama advisor serving $280 million in advisory, brokerage and retirement plan assets to its platform after his previous stint at Raymond James.
LPL Financial (LPLA) announced that Shawn Gentle of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and Registered ...
Datos recognizes Broadridge's Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management NEW ...
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 ...
Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor ...
Rising demand from wealthy clients seeking investment alternatives is driving more individual investors into the private ...
LPL's W-2 channel, Linsco, also added a $330 million team from Janney, while Ameriprise's independent unit lassoed advisors ...
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A ...
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