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LPL Reports First Quarter 2022 Results, Broker Count Exceeds 20,000

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, released its first quarter 2022 financial...

ADISA Reports Highlights from 2022 Spring Conference in Orlando

The Alternative & Direct Investment Securities Association, a trade association representing the non-traded alternative investment space, hosted nearly 600 industry professionals at its 2022...

LPL Financial Recruits $120 Million Father-Daughter Team

LPL Financial LLC, the nation's largest independent broker-dealer, has added Northern Lakes Financial Group to its broker-dealer, hybrid registered investment advisor, and custodial platforms....

Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice

Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting Practice, a team of...

Former LPL CIO Joins Carson Group as Managing Partner and Chief...

Carson Group, a financial services firm that manages $20 billion in assets, has hired Burt White as managing partner and chief strategy officer to...

Advisor Group Adds Three Industry Executives to Team

Advisor Group, a network of independent wealth management firms, has hired three executives across operations, marketing and advisor engagement, including Tim Hodge as executive...

LPL Financial Recruits $1 Billion Team from Wells Fargo

LPL Financial, the nation's largest independent broker-dealer, reported that financial advisors Jason Howard, Shane Kunz, and Chad Horne, have joined the firm to launch...

ADISA Announces 2022 President-Elect and Officers

The board of the Alternative & Direct Investment Securities Association (ADISA), a trade group representing the alternative and direct investment industry, has selected its...

LPL Recruits Father/Son Advisor Team from Raymond James

LPL Financial LLC, the nation’s largest independent broker-dealer, has added father and son financial advisors Steve and Jeremy Friedman to its broker-dealer, hybrid registered...

LPL Reports $1.21 Trillion in Advisory and Brokerage Assets in 4Q21

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...
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