LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Steve Schulte, CFP®, MBA, and Melissa Toler Short have joined LPL’s employee advisor channel, Linsco by LPL Financial, to ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

Shortly after touting a successful year for advisor recruitment in 2024, LPL is wasting no time building its network as it welcomes another Osaic team to its network in the East Coast. LPL ...

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 ...

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.

Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...

Do the numbers hold clues to what lies ahead for the stock? LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the second big ...

LPL Financial saw its net new asset haul surge ... predicted it could lead to further recruiting and M&A deals. "This team pulled off an exceptional delivery, which doesn't surprise me, because ...

The model that RIAs use to pay their less-tenured professionals is morphing and looming larger in their future plans and ...

A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley. The Zelin ...