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By Gil Weinreich, AdvisorOne |
July 10, 2012
In a rare combination of brains and brawn, LPL’s NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
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By Marlene Y. Satter, AdvisorOne |
May 23, 2012
This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.
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By James J. Green, AdvisorOne |
May 17, 2012
Former Fed Home Loan Bank HR executive becomes member of LPL’s executive committee.
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By Janet Levaux, AdvisorOne |
February 15, 2012
Brokerage firms in the fourth quarter boosted earnings growth as high as 191% and reported declines as low as 131%–AdvisorOne selected 10 to spotlight.
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By James J. Green, AdvisorOne |
February 8, 2012
Robert Moore, CFO of the largest IBD, tells AdvisorOne flat Q4 is due to market volatility.
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By Janet Levaux, AdvisorOne |
February 7, 2012
The independent broker-dealer ends the year with nearly 12,850 advisors, a jump over 3% from the year-ago period, and strong growth in its RIA custodial assets.
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By Janet Levaux, AdvisorOne |
November 16, 2011
Brokerage firms in the third quarter boosted earnings growth as high as nearly 2,200% and reported declines as low as 120% — AdvisorOne selected a lucky 10 to spotlight.
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By James J. Green, AdvisorOne |
October 27, 2011
Parent company of largest independent broker-dealer adds $3 billion in net new advisory assets in third quarter; nearly doubles assets in RIA custody unit, to $20 billion
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By Janet Levaux, AdvisorOne |
August 4, 2011
Brokerage firms in the second quarter boosted earnings growth as high as 470% and reported declines as low as 383% — AdvisorOne selected a lucky 10 for scrutiny.
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By John Sullivan, AdvisorOne |
July 27, 2011
LPL Investment Holdings Inc., parent company of LPL Financial, reported second quarter net income Wednesday of $45.5 million, or $0.40 per diluted share, up $37.5 million compared to second quarter 2010 net income of $8 million, or $0.08 per diluted share.