LPL Financial

The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.

Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.

Timothy Hamano is accused of fatally striking a pedestrian and then fleeing the scene, leaving his wife, also injured, and the pedestrian behind.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.

The multigenerational practice decided it was time to make the move.

The 10-person practice, rebranded as Puzzle Wealth Solutions, is led by CEO John Klaas and COO David Millington.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

CUNA Mutual Group’s wealth manager of 550 financial advisors will almost certainly represent the largest recruiting move in the sector next year.

The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.