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The board is “decisively moving away” from allowing advisors to self-disclose, CEO Kevin Keller says.
June 25 -
After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.
June 24 -
With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them
June 22 -
Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.
June 22 -
The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.
June 18 -
“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.
June 16 -
Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents
June 10 -
An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.
June 3 -
The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”
May 29 -
LPL advisor Kashif Ahmed tweeted his condition from the emergency room then focused on recovering, knowing his firm could run without him.
May 27
