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 ...

Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.

The Denver-based aggregator is acquiring Financial Partners Group, a Nashville-area firm with $660 million in assets.

He found out he’d be getting the job just one day before the firm announced, in October, the firing of company veteran Dan Arnold for cause – and without payment of severance or outstanding equity ...

Cetera acquires a $250 million New York-based RIA; Corient snags an ultra-high-net-worth Pittsburgh advisory; and two Arizona ...

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

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

LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

LPL Financial (LPLA) announced that financial advisors Jared Roskelley and Kyle Robertson of Jackson/Roskelley Wealth Advisors have joined LPL ...