The team chose LPL to enhance their client services through advanced technology and support, noting a seamless transition process. Scott Posner from LPL expressed enthusiasm for supporting the ...

"As you ponder what LPL's acquisition of Commonwealth means for you and your clients, I want to personally share why in my heart I believe Cetera can be the best home for you and your team." ...

Charter Oak Wealth Partners, a team of advisors from Osaic that managed $600 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA and ...

LPL Financial recruited a father-and-son advisor team from UBS that previously oversaw approximately $1.3 billion in advisory, brokerage, and retirement plan assets.

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial. Salient Wealth Planning Group, founded by John P.

when she joined independent advisor platform LPL Financial. She started SageMint Wealth as a women and minority-led team shortly after. Today there are seven people on the team servicing roughly ...

SAN DIEGO, Dec. 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2025 Outlook, “Pragmatic Optimism.” Setting the tone for the new year, this report offers a comprehensive ...

Another large advisory team cited similar reasons in May when they chose to go to LPL over Osaic. Pilot Financial, a group managing $4.5 billion also once associated with Lincoln Financial ...

LPL has gained strength yet again in Georgia’s mass-affluent network as it welcomes a five-advisor ensemble from Osaic. LPL Financial has announced that Wealthstead Financial Advisors, an ...

Tamim Rahman, owner of Dambulla Thunders and a British national of of Bangladesh origin, was stopped at the airport in Colombo before he boarded a flight to Dubai, police said The foreign owner of a ...

LPL says the Oklahoma-based advisor team is the first to become employees of its Private Wealth Management unit since the unit’s launch in November. A Merrill Lynch financial advisor team has ...