Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept ...

Azimuth Renewables, a full-service solar energy development company, appointed Robert L. Scheuermann, CPA, CFA, as its chief ...

LPL and Wintrust Financial Corporation signed an agreement in February 2024. On January 25, about $15 billion of brokerage and advisory assets were onboarded to LPL. The remaining $1 billion of assets ...

LPL Financial, a subsidiary of LPL Financial (LPLA), announced that Wintrust Financial Corporation (WTFC) has transitioned support of the ...

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own ...

William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.

A father-son team that managed about $1.3 billion in advisory, brokerage and retirement plan assets at UBS has joined LPL Financial’s broker-dealer, RIA and custodial platforms, according to a news ...

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a ...

Robert Earls was found dead of a self-inflicted gunshot wound at LewisGale Medical Center in 2024. A search warrant indicates ...

More than 10,000 firms across the U.S. employ CFP ® professionals, and with good reason. Since 2011, total awareness of CFP ® certification among the target consumer audience has increased from 75% to ...

Stock analysts at Zacks Research raised their FY2024 EPS estimates for LPL Financial in a research report issued to clients and investors on Tuesday, January 21st. Zacks Research analyst R. Department ...