To better attract wirehouse financial advisors, who are the most profitable in the financial advice industry and on average produce more than $1 million in annual fees and commissions, LPL is ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

Nationwide promotes leaders in its retirement and financial services units, among other people moves this week.

SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...

"Ilan’s deep expertise in strategy, digital transformation and client experience will be instrumental as we advance our ...

LPL Financial LLC has announced that Charter Oak Wealth Partners, which manages approximately $600 million in assets, has joined its broker-dealer, RIA, and custodial platforms, aligning with Academy ...

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company’s board of ...

LPL is kicking off its last month of recruitment in 2024 by welcoming back a veteran advisor in Arizona. On Tuesday, LPL Financial announced that James Norris, a financial advisor and founder of ...

SAN DIEGO, Nov. 08, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Cadence Bank (NYSE: CADE) plans to onboard the investment business of legacy BancorpSouth Bank to LPL’s platform in ...