Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced the successful completion of a $20 million Series A ...
Charter Oak Wealth Partners, a team of advisors from Osaic that managed $600 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA and custodial ...
LPL Financial Holdings Inc. (NASDAQ:LPLA), the nation's largest independent broker-dealer, has been navigating a complex financial landscape with a mix of strategic initiatives and market challenges.
LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported ...
In the first half of 2025, LPL plans to pilot "an enhanced selling experience" for advisors looking to buy alts on their clients' behalf, Steinmeier said. This capability will be "fully digitized with ...