Elovic and Murphy join an impressive suite of leadership at LPL, following recent additions to the Management Committee, including Emily Field as chief people officer and Matt Morningstar as chief ...

New hire brings mix of client experience, digital and consulting chops as the independent broker-dealer behemoth leans into ...

“Ilan’s deep expertise in strategy, digital transformation and client experience will be instrumental as we advance our long-term vision and accelerate enterprise growth,” said Marc Cohen, LPL’s chief ...

Capgemini data shows that 81% of inheritors "plan to switch firms within one to two years of inheritance." PwC research supports this trend; in 2022, the consultancy firm reported that 46% of high-net ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A wealth management firm with ...

Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Singapore’s national AI program has moved its Sea-Lion large language model off Meta’s model ...

Jed Entin, Savvy Wealth head of revenue operations and strategic planning, peeks his head over a stack of acquisition relief boxes his firm sent out to hundreds of Commonwealth advisors. Savvy Wealth ...

Called "direct to fund," or DTF by advisors, the method is a simple way for advisers to sell mutual funds to clients. The new fee by LPL could cost some advisors who have a practice that features ...

Nov 10 (Reuters) - Tesla's (TSLA.O), opens new tab best-selling Model Y's program manager, Emmanuel Lamacchia, announced his departure on Sunday after nearly eight years, marking another high-profile ...

For LPL Financial, it's the big deals like its purchase of Commonwealth Financial Network that often grab the most attention. Processing Content But its position as the largest independent ...