Browsing Tag
LPL Financial LLC
14 posts
LPL CEO Fired Over Workplace Misconduct
The termination follows the recommendation by a special committee of directors, LPL Financial stated
AI on the Brain at LPL’s Focus 2024
Annual gathering this week in San Diego delves into how artificial intelligence can transform financial advisors’ workflow
LPL Financial Acquiring Atria Wealth Solutions
Deal expected close later this year includes an upfront price of $805 million
LPL Financial Acquires $6.5 Billion Broker-Dealer
LPL Financial will buy Crown Capital Strategies, a broker-dealer and RIA with 260 financial advisors
Which Financial Firms Shine (and Shrink) in Customer Satisfaction?
Overall, Americans’ dissatisfaction with most financial services has halted
Should Investors Root for Kansas City Chiefs or Tampa Bay Bucs?
The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come…
Advisor Group to Buy Ladenburg IBDs in $1.3B Deal
Advisor Group is buying Ladenburg Thalmann Financial Services in a $1.3 billion deal that will create an independent…
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…
Retirement Giant Sheridan Road Bought by Insurance Brokerage
Industry consolidation and M&A activity continued Wednesday with the announcement that Sheridan Road Financial has been acquired by…
A Retirement Plan Silver Lining in Patriots’ Loss?
The “Super Bowl Indicator” suggests that stocks rise for a full year when an NFC team wins and…