The San Diego-based HighWater Wealth team is joining LPL as part of Quotient Advisor Partners.

Savvy CEO makes overture to legacy CW advisors by citing pink-slipped staff 'who made it feel like Commonwealth' and pitching ...

LPL bought the $15 billion Florida-based OSJ as part of its strategy to fully acquire affiliated advisor platforms ...

LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered ...

LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor ...

Savvy's Ritik Malhotra makes overture to legacy CW advisors by citing pink-slipped staff 'who made it feel like Commonwealth' ...

LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported ...

JPMorgan has a habit of taking its former private client advisors to court and accusing them of trying to steal clients they ...

The San Diego-based team joins through Quotient Advisor Partners, focusing on high-net-worth clients and multi-generational ...

LPL Financial has picked up advisors managing more than $1 billion in combined client assets after with new recruits to its broker-dealer and RIA platforms. Alan Feutz, CFP, has joined LPL-aligned ...

Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more ...

Independent Financial Group (IFG) – a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide – today announced ...