LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the second big recruiting announcement for the company this month. Salient ...

Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.

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 ...

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 ...

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

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.

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

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.

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.

The advisors turned to LPL to elevate their business and enhance experiences for their team and clients. “We chose to join LPL Financial because of its breadth of services and support ...