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

LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with ...

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

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

LPL Financial Holdings (NasdaqGS:LPLA) is expanding its growth strategy through the addition of high profile advisors and ...

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its ...

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

Berthel Fisher has also introduced Madyson Tracy as its new vice president of business development, a role focused on ...

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.

A new study finds that the growing adoption and effective use of artificial intelligence (AI) is transforming how financial advisors view their firms, as well as how they deliver client service and ...