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

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

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

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 ...

One Year After Launch, HECA Surpasses $300 Million in Assets and HGRO Tops $125 Million; Both ETFs Now Available on LPL Financial's Platform Launched in 2025, both HECA and HGRO are designed to give ...

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

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 ...

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

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

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

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 ...

FMG, the marketing automation platform trusted by more than 80,000 financial professionals collectively serving over 45 million U.S. investors, today announced the appointment of three independent ...