Finance News
LPL Adds $345M Lincoln Financial Advisor
Birmingham, Ala.-based Brian Pflaum evaluated his options when his broker/dealer, Lincoln Financial Advisors, decided to sell to Osaic.
By NB
Mar 13, 2024
Advisor Claims LPL Ran a 'Classic Corporate Raid' On His Firm
LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.
By NB
Mar 13, 2024
Five Key Advisor Recruiting, Transition Trends
Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.
By NB
Mar 13, 2024
Capital Gains Hikes at Center of Biden’s Second-Term Tax Agenda
The details of the tax proposals included in President Joe Biden's budget request.
By NB
Mar 13, 2024