SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial’s broker-dealer and Registered ...

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 ...

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 ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced that True Wealth Advisors (“True Wealth”) has joined the ...

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 ...

LPL Financial is a San Diego-based independent wealth management company. The firm has additional offices in Fort Mill, Austin, and Boston. It supports over 28,000 financial advisors and offers ...

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 ...

SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, ...

LPL Financial closed on its acquisition of Commonwealth Financial Network, the Waltham, Mass.-based independent broker/dealer with 3,000 advisors and $305 billion in assets, in August. Since then, ...

This included $419 million, or $5.21 per share, of one-time acquisition costs incurred at the closing of the Commonwealth Financial Network ("Commonwealth") acquisition Adjusted EPS* increased 25% ...