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InvestmentNews6h
Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor
A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor ...
Zacks Investment Research on MSN4d
LPL Financial's April Brokerage & Advisory Assets Fall Sequentially
LPL Financial LPLA witnessed a fall in total brokerage and advisory assets in April 2025. The metric was $1.79 trillion, ...
Financial Planning4d
LPL loses $2.7B institutional client to Raymond James: Advisor Moves
Raymond James landed a big one this week with a financial firm moving its $2.7 billion AUM wealth business over from LPL ...
LPL Financial advisory and brokerage assets inch down 0.4% M/M in April
LPL Financial's (LPLA) total advisory and brokerage assets totaled $1.79T at the end of April, down 0.4% from the end of ...
Financial Advisor5d
LPL Adds Ohio Team That Managed $850M At Cetera
LPL Financial has added a Toledo, Ohio-based team that managed about $850 million in advisory, brokerage and retirement plan assets at Cetera to its broker-dealer, registered investment advisor and ...
BenefitsPRO5d
Senate's new bill aims to enforce employers to give younger workers access to 401(k)s
The Helping Young Americans Save for Retirement Act removes costly provisions that would otherwise make covering younger ...