Raymond James said a team of three financial advisors from LPL Financial and another from Edward Jones have joined its independent advisor channel, adding $328 million in client assets. Advisors ...
Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...
Meanwhile, Cetera expands its reach in Alabama with a former Ameriprise team, and a $360 million advisor team from Morgan Stanley joins RBC.
LPLA's total brokerage and advisory assets hit $2.43T in February, up 33% YoY, while client cash and NNAs showed mixed trends.
Also, Carson adds a $160M firm in New York, The Finance Couple leaves LPL for Osaic, and RBC Wealth adds Morgan Stanley on its march to add advisors.
LPL's board proposed a huge boost to CEO Rich Steinmeier's compensation package following a year defined by the firm's ...