Gary Gallagher

• RIA Growth at LPL

  By James J. Green, AdvisorOne  |  March 1, 2010

  The biggest independent broker/dealer is growing rapidly in another way: as a custodian for advisors that use LPL Financial as the custodian for their RIA...

• Catching Up With...Gary Gallagher

  By James J. Green, AdvisorOne  |  December 1, 2009

  Gary Gallagher jokes that while he recently was given a new title that's longer than the old one he held at LPL Financial, "that doesn't...

• LPL's Hybrid RIA Platform passes the billion-dollar mark

  By Nancy R. Mandell  |  February 2, 2009

  LPL Financial, the nation's largest independent broker/dealer, announced Feb. 19 that the Hybrid RIA platform it introduced last October had reached more than $1.3 billion in assets under management in its first three months of operation.

• Fidelity Introduces 'HybridOne' as Competition Heats Up

  By Janet Levaux, AdvisorOne  |  July 1, 2008

  Fidelity Investments has said that its registered investment advisor (RIA) custody business, Fidelity Institutional Wealth Services, and its correspondent broker/dealer business, National Financial, have jointly...

• Power of the Platform

  By Kara P. Stapleton  |  June 1, 2008

  Schwab, Fidelity, and Pershing have a new competitor, now that LPL Financial has taken what many consider to be the next logical step as the...

• LPL Makes New RIA, Hybrid-FA Push

  By Janet Levaux, AdvisorOne  |  May 6, 2008

  LPL Financial says it plans to introduce an integrated advisor solution platform, supporting independent Registered Investment Advisors (or RIAs) as well as hybrid ( or dually registered ) financial

• Give Them What They Want

  By Lauren Barack  |  November 1, 2007

  Brian Stimpfl has no delusions that TD Ameritrade can provide every possible technology solution to all of its customers. On the other hand, Stimpfl knows...

• Fidelity to Offer CRM, Financial Planning Applications

  By James J. Green, AdvisorOne  |  May 8, 2007

  Advisors affiliated with Fidelity Registered Investment Advisor Group will have customized versions of two popular applications available to them in the fourth quarter: Oracle's Siebel customer relationship management offering, and EISI's NaviPlan Central.

• Now and Then

  By Melanie Waddell, AdvisorOne  |  November 1, 2006

  When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...

• You Rang?

  By Marian Miller Chang  |  April 1, 2006

  Customer service--true customer service such as returning phone calls in a timely manner or simply being polite and thoughtful or providing innovative solutions to problems--is...