Managing $580 million, advisors Steven Carlsen and Sathya Chey are the latest firm to go independent with the help of LPL's Strategic Wealth Services.

Millions of Americans remain reluctant or unable to take up the unprecedented number of job openings available.

The mergers, acquisitions and advisor moves you may have missed the week of June 21 to 25, 2021.

Brian M. Woods Financial Services, which oversees 30 advisors and $1.6 billion in assets, decided to jump ship to LPL Financial, after the firm's b/d, Voya, was acquired by Cetera.

Advisor Larry Boggs has launched his new firm with LPL Financial’s Strategic Wealth Services.

They're often terrible at hitting their targets.

The mergers, acquisitions and advisor moves you may have missed the week of June 14 to 18, 2021.

EF Hutton keeps coming back from the dead. Kingswood Capital Markets is the latest to take on the name of the storied brokerage firm.

Eight advisors break away from Wells Fargo, following its exit from international business, and join Sanctuary's global wealth management business.

While LPL has had a custody offering for more than a decade, the firm has spent the past two years investing in it and making it more attractive to fee-only advisors. Now the firm is ready to take it to market with hopes its 'white-glove' service...