The team, led by a 42-year veteran of the industry, oversees more than $600 million in client assets.

A team of Commonwealth advisors has launched a hybrid RIA, Bartholomew & Company, while keeping custodial and broker/dealer ...

LPL Financial LLC announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial’s supported independence model, LPL Independent Advisor Network, to support ...

LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in ...

In a lower-bracket matchup that defied many expectations, TSW emerged victorious over TES. The Vietnamese team, TSW, pulled ...

The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working ...

LPL Financial has informed the SEC that it plans to raise up to $4 billion in capital through the sale of common stock and debt securities. The broker-dealer submitted an S-3 filing with the agency on ...

That was the big message LPL executives had Thursday about the results of their firm's purchase last year of Commonwealth Financial Network. In buying Commonwealth, LPL may not have reached its ...

A longtime affiliate firm under Commonwealth Financial Network is launching a new $6 billion hybrid RIA called Bartholomew & Company, and is maintaining its relationship with the broker-dealer now ...

LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a comprehensive analysis of the ...

LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team ...

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...