LPL Adds $260 Million California Coast Advisory Formerly With Osaic

January 12, 2026

Genesis Wealth Branch Within LPL Adds Pair of Advisers From JPMorgan Chase

January 2, 2026

$280M-Asset, Ex-UBS Adviser Affiliates With LPL’s Linsco Channel

December 22, 2025

Former LPL Financial Pair With $350M in Assets Join Cetera Advisors

November 25, 2025

LPL Reports Q3 Net Loss on $419M Commonwealth Costs, Posts Record Adjusted EPS

October 30, 2025

LPL Adds $280M Alabama Firm, Formerly With Raymond James

October 23, 2025

Kestra Names Trio of Leadership Appointments, Opens Office in Arizona

October 14, 2025

Stratos Wealth Holdings Names Charis Jones as Chief Operating Officer

October 12, 2025

Cetera Adds Ex-Commonwealth Team With More Than $1.1B in AUA

October 7, 2025

Commonwealth Adds $350 Million Morgan Stanley Team

October 6, 2025

LPL Financial Adds Ex-RBC Team Serving $1.1B in Assets

September 30, 2025

LPL Financial Lures $1.3B Team Formerly With Northwestern Mutual

September 25, 2025

Institute for Portfolio Alternatives Names 2026 Board of Directors

September 24, 2025

LPL Reports August Highlights, Onboards $400M Team Previously With Edward Jones

September 21, 2025

Osaic Adds Ex-Commonwealth Firm Managing $460M in Client Assets

September 18, 2025

Former UBS Team With $1.25 Billion in Assets Joins LPL Strategic Wealth

September 17, 2025

Ex-UBS Team With $1.8B in Assets Affiliates With LPL Strategic Wealth

September 9, 2025

Adviser Team With $1.6B Exits UBS for LPL, Citing Compensation Changes

September 4, 2025

Ex-Cetera Team With $715M in Assets Joins LPL’s Broker-Dealer

August 28, 2025

LPL Adds $700 Million-Asset Skyward Financial, Formerly With Wedbush

August 26, 2025