The buy now/pay later lender outperformed nearly every analyst estimate in its fiscal Q2 2025 earnings report. CEO Max Levchin said the company is 5 months out from positive GAAP operating income.

Tom Payant has been in the industry since 1977, when he registered with CG Equity Sales Co., according to his BrokerCheck record. He has also been registered with Travelers Equities Sales, American ...

LPL Financial Holdings Inc. Chief Executive Officer Rich Steinmeier took the helm of the wealth-management company in a ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

Mercer Advisors' dedicated client development function allows advisors to devote their time and energy to serving their existing clients, instead of finding new ones. Client development professionals ...

Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...

We recently compiled a list of the 12 Best Low Risk High Growth Stocks to Invest In. In this article, we are going to take a ...

Charter Oak Wealth Partners, a team of advisors from Osaic that managed $600 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA and custodial ...

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the successful completion of a $20 million Series A ...

The broker-dealer giant is pressing on with its strategy to attract advisors as a Connecticut-based team joins its network.