The Qualities Of An Ethical Financial Advisor: Find A Good Money Manager

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...
Wealth Management

Savvy Attracts Trio of Commonwealth Teams as LPL Strives for 90% Retention

Three Commonwealth teams with nearly $400 million in assets depart for Savvy Advisors amid LPL's acquisition. LPL still aims ...
Financial Planning

JPMorgan reaches deal in recruiting dispute with ex-advisor now at LPL

Matthew Madera has become the latest former JPMorgan private client advisor to be sued after leaving for another firm. In a ...
InvestmentNews

LPL OSJ Perennial taps Edward Jones leader for chief growth officer role

The ex-head of experienced advisor recruitment at Edward Jones arrives as her former firm extends its retirement and banking ...
InvestmentNews

LPL signs up 80% of Commonwealth Financial's advisors, keeps target at 90%

With its competiting wealth management firms doing their best to recruit away Commonwealth Financial Network financial ...

LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds

Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its ...
Financial Advisor

LPL Slashing Platform Fees After Retaining 80% Of Commonwealth Advisors

Rich Steinmeier, the CEO of LPL, also said the firm had received commitments from 80% of Commonwealth advisors to move their business to LPL. Despite the departure of reps affiliated with Commonwealth ...
Wall Street Journal

6 of the Best Financial Advisor Companies: Well-Known Fiduciary Investment Firms to Consider

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...