LPL Financial

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.

The LPL and Private Advisor Group financial advisor serves on the Connecticut Autism Advisory Council, and he’s an expert in disability planning.

More growth is on the way: the No. 1 IBD has one more massive recruiting move and a $300M acquisition to complete.

Peggy Ho built the rival firm’s government relations team, and she’s joining the new firm at a pivotal time in wealth management regulation.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.

The quartet of advisors picked the nation’s largest IBD out of the increasing number of suitors available to ex-employee practices.

Financial advisor Christian D’Urso spends his mornings hiking, kayaking or biking, and his afternoons running a $110 million advisory business on the water.

The brokers are offering their practice management lessons and resources as scale becomes increasingly crucial to wealth managers.

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.