Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Matthew Clason cultivated a personal relationship with the client, who considered him 'a good friend.'

LPL adds Summit Wealth Advisors, a Pittsburgh.-based team managing about $140 million in client assets, after 20 years with Lincoln Financial Securities.

The program includes dozens of third-party tools available to the firm's advisors at discounted prices.

Michigan-based Baldwin Capital Management and Langdon Capital Management join LPL from Voya Financial, while Chicago-based Nestlehut Financial Services moves to Cetera Advisors from Securities Service Network.

LPL has recruited three financial advisors in Scottsdale, Ariz., who have decided to merge together to form Raintree Wealth Partners.

LPL's technology announcements included improved paperless workflows and a proprietary feature to make client meetings easier.

The pandemic has affected executive compensation. Here’s how some advisors are meeting the challenge.

Advisors Paul Castro and Erik Steudle recently joined Good Life, an LPL Financial large enterprise, from UnionBanc Investment Services and Ameriprise, respectively.

CEO Dan Arnold outlined four initiatives the firm plans to fund, while also predicting that the pandemic will accelerate the demand for financial advice in the future.