LPL Limits Pay Hikes, Bonuses for Employees
Companywide, there will not be merit increases in 2016, as the IBD takes "a cautious approach."
LPL Sees Big Uptick in Recruited Reps
A large number of advisors moved to the IBD from Cetera Financial, Advisor Group and other broker-dealers.
Cetera Grabs LPL Exec to Fill CFO Slot
Jeff Buchheister comes to the IBD group just two months after former LPL President Robert Moore joined the board.
The Future of OSJs: Does Size Matter?
Eric Schwartz of Cambridge and others say industry trends are pushing more advisors to join a certain size branch.
Recruiting Roundup: Dynasty, LPL Affiliates Add Advisors
Meanwhile, Akron, Ohio-based Sequoia Financial Group says it is merging with RAV Financial to form a team with $3 billion in assets.
LPL Says Assets Up in May, Clarifies FSI Departure News
The IBD's split from the lobbying group “was completely unrelated to the matter of dues,” it says.
LPL Expands D.C. Presence After Quitting FSI
The IBD opens office near the Capitol after ending its membership in the Financial Services Institute IBD advocacy group.
Ron Carson’s Group Gets $35M From PE Firm
The wealth manager has some $6.5 billion in assets and has plans to expand.
LPL Reports Latest Asset, Recruiting Figures
The IBD had mixed results in April but attracted close to 60 reps in Q1'16.
LPL Expanding HNW Services to Reps
Execs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.