LPL Financial

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  LPL Financial Adds $650 Mil Team

  By Janet Levaux, AdvisorOne  |  November 9, 2012

  The new group includes five advisors and was formerly affiliated with SII Investments, a National Planning Holdings broker-dealer

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  Barclays Recruits 18 Advisors; Morgan Stanley Adds 1; LPL Group Brings on Wells Team

  By Janet Levaux, AdvisorOne  |  November 7, 2012

  The new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.

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  LPL Grabs $175M Team From SagePoint

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  The 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.

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  Prudential Team With $450M Moves to LPL

  By Janet Levaux, AdvisorOne  |  October 17, 2012

  The group brings with it six advisors and plans to hire another 15 in the near future.

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  Buffett’s $8 Billion Trade Isn’t a Bet Against Munis: LPL’s Valeri

  By Joyce Hanson, AdvisorOne  |  August 29, 2012

  Warren Buffett’s sale of $8 billion in muni derivatives was a profitable trade, not a comment on the value of the muni market, says the LPL market strategist.

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  Romney or Obama? LPL and FSI Polls Disagree

  By Joyce Hanson, AdvisorOne  |  August 14, 2012

  As the presidential race heats up with Mitt Romney’s choice of Paul Ryan as his running mate, polls from FSI and LPL have reached vastly different conclusions about who will win.

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  LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPC

  By Joyce Hanson, AdvisorOne  |  August 2, 2012

  Russo described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting “the strong currents that are sweeping through the industry.”

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  LPL Adds 223 Advisors as Profits Drop 13%

  By Joyce Hanson, AdvisorOne  |  July 31, 2012

  In a repeat from last quarter, LPL Financial reported that quarterly profits were down although revenues were up.

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  Bond Supply to Get Tighter in 2012—Good Thing for Buyers: LPL’s Valeri

  By Joyce Hanson, AdvisorOne  |  March 16, 2012

  LPL Financial market strategist Anthony Valeri predicted that the 2012 bond market will see only ‘negligible’ growth, in a repeat of 2011.

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  Outlook 2012: Global Economy View—J.P. Morgan, LPL, S&P

  By Joyce Hanson, AdvisorOne  |  December 19, 2011

  Market strategists and portfolio managers from J.P. Morgan Funds, LPL Financial and S&P Capital IQ are combing through the data in a search for investment opportunities next year.