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 ...

RFG Advisory LLC reduced its holdings in shares of First Trust Long/Short Equity ETF (NYSEARCA:FTLS – Free Report) by 16.8% ...

In a report released today, Devin Ryan from JMP Securities maintained a Hold rating on Houlihan Lokey (HLI – Research Report). The company’s ...

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

Flagship Harbor Advisors LLC grew its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – ...

Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with inclusion in LPL Financial's Masters Club Program* ...

LPL Solar LLC is proud to announce the promotion of James Plumley to Vice President of Engineering. With over 30 years of ...

The investment advisory giant's latest collaboration expands its institutional platform with 69 financial advisors.

Osaic Institutions, the company’s broker/dealer entity that focuses on advisors at banks and credit unions, is bringing Navy ...

Why Luke Lango is excited by yesterday’s selloff … today’s woeful equity risk premium … protective action steps in your ...

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

Consumer confidence fell this month mainly on a “softer” jobs market, according to LPL Financial Chief Economist Jeffrey Roach. An index of consumer confidence fell in January for a second straight ...