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Prudential Financial Agrees to Move $50 Billion in Client Assets to...

Prudential Financial Inc. and LPL Financial Holdings Inc. announced a “strategic relationship agreement” that will transfer all the retail and investment advisory assets of...

Former Kestra Advisors with $1.5 Billion in Assets Join LPL Financial

LPL Financial LLC announced that Watermark Wealth Management has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms. Watermark Wealth Management, which joined LPL...