Results 131 - 140 of 1367 for advisors

Five LPL Financial Advisors Named to Barron's List of Top 100 Women Financial Advisors

Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that five LPL advisors were ranked among the Top 100 Women Financial Advisors by Barron’s, a leading f...

Financial Advisors Making their Mark at Credit Unions

As credit unions expand and elevate their financial advice services offering, a unique opportunity is emerging for financial advisors who may be considering a change. In fact, many advisors associated with credit unions are growing their businesses at an accelerated pace.

LPL Welcomes Aligne Wealth Advisors Investment

“LPL’s Hybrid RIA … allows us to communicate substantively with our clients, which is even more important given the shifting dynamic of capital markets.” - Ivan Illán

LPL, INC Advisors Welcome First Hope Wealth Management

“By aligning with LPL and INC Advisors, we can make use of a wide variety of resources, ones that can help us build our practice and ultimately enhance the way we serve our clients.” – Ed Walker

Financial Advice Moves from the Office to Work from Home

Financial advisors working remotely during the COVID-19 pandemic were able to preview life outside the office of the traditional wirehouse and boutique financial firms, and they liked what they saw.

LPL Launches Paraplanning Services to Advisors & Institutions

Financial advisors and institutions can now access LPL planning professionals to expand their capacity to offer financial planning.

What Financial Advisors Can Get Wrong about Technology

“In the last 10 years, you've had dramatic change and innovation, which has been wonderful. But it's created an issue where either advisors don't know what to use, or if they are choosing different technologies that are disparate and not connected to each other, and it creates ef...

119 LPL Financial Advisors Named to 2022 Forbes Best-In-State

“By harnessing the value of the independent model, these advisors are providing differentiated experiences for their clients.” – Angela Xavier

LPL Advisors Named to Barron’s 2022 List of Top Advisors

“On behalf of the LPL community, I’d like to congratulate each one of these advisors and their firms on this prestigious recognition.”

Financial Advisors Join LPL, Stratos to Launch Independent Firm

“In a changing environment, we wanted to bring more to the table. We are excited to be in a place we can be proud of, and look forward to providing our clients with a more personalized touch.” – Shane Kunz

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