American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
New DOL Fiduciary Rule Will Hurt Retirees, Panelists Say
While consumer advocates favor compelling brokers to act in a client’s best interest, much of the financial lobby is dead-set against them.
LPL, Former Exec to Launch Retirement Group
Former LPL retirement head Bill Chetney's new firm will work with LPL’s hybrid RIA platform to boost the IBD’s retirement plan business.
LPL Names Chetney President of Retirement Partners
The unit has picked up some 400 advisors recently, along with powerful partners like Vanguard and New York Life.
LPL Launches Platform to Improve 401(k)s for Participants
LPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.
LPL-Affiliated Retirement Group Hires 5 Consultants
The advisors join the $7 billion advisory firm in locations across the West and Midwest.
LPL Enhances Marketing Platform for Retirement Partners
LPL Financial announced on Wednesday that it is offering its ClientsFirst marketing platform to advisors served by LPL’s retirement division.