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Sep 03, 2026, 09:01 ET Transamerica Asset Management Partners to Promote Managed Accounts
the evolving needs of their clients."The strategy is available in a managed account through several prominent firms and platforms, including LPL Financial, Charles Schwab, Morgan Stanley and Envestnet to name a few."We're thrilled to expand our long-standing partnership with Transamerica
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Sep 01, 2026, 09:00 ET Merit Financial Advisors Names John Rajes Chief Technology Officer as Firm Builds Infrastructure for Next Phase of Growth
experience to Merit, having held leadership positions at firms including LPL Financial, UBS, Barclays and Goldman Sachs. Most recently, he operated an independent consulting practice. Previously, as Head of Strategic Partnerships at LPL Financial, Rajes was responsible for the firm's fintech
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Aug 31, 2026, 08:05 ET Sierra Ridge Advisor Group with Approximately $2.1 Billion in AUA Selects Cetera to Help Fuel its National Expansion
After only 13 months with LPL, the OSJ's co-founders decided Cetera was best suited to help solidify their next phase of growth, including plans to launch their own RIA on Cetera's Blueprint platform SAN DIEGO, Aug.
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Aug 27, 2026, 14:02 ET Heffernan Financial Named to the 2026 Barron's Top 100 Institutional Consulting Teams Ranking
[email protected] offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba Heffernan Financial, a registered investment advisor and separate entity from LPL Financial.Heffernan Financial employs
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Aug 27, 2026, 12:00 ET Leelyn Smith Names John Renaldi Chief AI Officer
offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Tax related services offered through Leelyn Smith Tax, LLC, a separate legal entity not affiliated with LPL Financial. LPL Financial does
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Aug 27, 2026, 08:35 ET Advisor Authority selected by LPL Financial as Newest Member of Vendor Affinity Program, Expanding Access to Elite Client-Growth Training for Its Advisor Network
Advisor Authority is now a proud member of the vendor affinity program in LPL Financial, the largest independent broker-dealer in North America. For more information, visit TheAdvisorAuthority.com.ABOUT LPL FINANCIALLPL Financial is the nation's largest independent broker-dealer and a leading
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Aug 26, 2026, 08:27 ET Cetera Welcomes Former Commonwealth Team, Severn Wealth Management, Overseeing Approximately $160 Million in AUA
their long-term well-being in mind.Like many former Commonwealth teams, Severn Wealth Management was prompted to re-evaluate its affiliation when LPL announced it would acquire Commonwealth. After evaluating a wide range of options, Severn Wealth Management decided Cetera and its Summit Financial Networks
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Aug 24, 2026, 08:51 ET Gateway Financial Partners Launches "Gateway Elevate for Next Gen Advisors" in Exclusive Partnership with Coach Joe Lukacs
career stage.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Gateway Wealth Partners, a registered investment advisor. Gateway Wealth Partners and Gateway Financial Partners are separate entities from LPL Financial.Media Contact:Silvi
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Aug 20, 2026, 06:00 ET The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement
advisors.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (dba The Wealth Consulting Group), a Registered Investment Advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.Media
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Aug 19, 2026, 07:57 ET LPL Solar Promotes Will Little to Chief Operating Officer
Foundation.About LPL Solar LLC LPL Solar LLC is a leading Engineering, Procurement, and Construction (EPC) contractor specializing in utility-scale solar and energy storage projects across the United States. With a strong commitment to safety, quality, and execution, LPL Solar delivers comprehensive
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Aug 19, 2026, 06:00 ET Stratos Continues Expansion Through Strategic Partnership with RPI Financial Life Planners
information, future events, or otherwise.Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.Neither Stratos nor RPI, Inc. provides legal or tax advice.
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Aug 18, 2026, 21:45 ET LG Display unveils FLiPP, achieving dream next-generation OLED technology
with HDS and plans to continue leading the global premium TV panel market. About LG Display LG Display Co., Ltd. [NYSE: LPL, KRX: 034220] is the world's leading innovator of display technologies, including thin-film transistor liquid crystal and OLED displays. The company
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Aug 18, 2026, 09:00 ET Christian Planning Launches, Redefining Christian Financial Planning Around Fiduciary Advice and Biblical Stewardship
division of Puckett Financial Group, an independent firm headquartered in Westminster, Maryland, with securities and advisory services offered through LPL Financial.Nothing to translateThe founders' central observation is that Christians with substantial assets often spend years translating
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Aug 18, 2026, 08:05 ET Cetera Welcomes Former Commonwealth Advisor Kim Hellerman-Hersman and Her Team Overseeing Approximately $175 Million in AUA
Cetera acquired Concourse in early 2025, bringing many of her former colleagues to Cetera. Two years after her move to Commonwealth, their acquisition by LPL prompted her to revisit her options."We spent a year evaluating our options and finding the right size broker-dealer that would help ensure our
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Aug 18, 2026, 08:00 ET Pure Financial Advisors Adds New President
subsidiaries with next-generation tools, services, and capabilities to fuel their growth and help their financial advisors thrive. Atria was acquired by LPL in October of 2024.Before co-founding Atria, Eugene led Morgan Stanley's client and advisor platforms, spearheading major initiatives including
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Aug 12, 2026, 08:05 ET Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
at Commonwealth Financial Network, a firm Tucker and Bria deliberately chose for its culture of experienced advisors and personalized support. When LPL announced its acquisition of Commonwealth, the partners launched a monthslong search for a new financial services partner, including traditional broker-dealers
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Aug 12, 2026, 07:57 ET LPL Solar Promotes Ashley Little to President
Outdoors.About LPL Solar LLC LPL Solar LLC is a leading Engineering, Procurement, and Construction (EPC) contractor specializing in utility-scale solar and energy storage projects across the United States. With a strong commitment to safety, quality, and execution, LPL Solar delivers comprehensive
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Aug 12, 2026, 06:00 ET Merit Financial Advisors Acquires $900 Million firm, The Bridgeway Group, Expanding Southern California Presence
is also the sixth team formerly affiliated with Commonwealth Financial Network to join Merit since the announcement of Commonwealth's acquisition by LPL Financial last year.David Wahlen, Executive Vice President/Strategic Partners of Merit Financial Advisors, said Bridgeway represents an important
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Aug 11, 2026, 13:04 ET Trust & Will Ranks on the 2026 Inc. 5000 for the Fourth Year in a Row, Earning a Spot Among America's Fastest-Growing Private Companies
advisors and 145 enterprise partners, move faster through complex decisions and document review. Partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual, and members have protected over $300 billion in self-reported estate assets. As a certified B Corporation and Public
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Aug 11, 2026, 09:00 ET Independent Financial Partners Welcomes Two Former Commonwealth Advisor Teams as Advisors Seek Greater Flexibility and Long-Term Partnership
Services and Severn Financial Advisors, have joined the firm. The additions mark the latest in IFP's continued recruiting momentum following LPL Financial's acquisition of Commonwealth Financial Network. To date, IFP has welcomed four former Commonwealth advisor teams representing 10 advisors
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Aug 10, 2026, 09:00 ET SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities
families and business owners navigate complex tax matters. Before joining SEIA, he spent more than seven years leading tax and cost basis initiatives at LPL Financial, supporting more than 21,000 independent financial advisors, and most recently led tax strategy and consulting for a national family office.
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Aug 04, 2026, 09:00 ET Haven Tower Group Expands Board of Advisors with Wealth Management Industry Leader Stephen Langlois
Former Kestra President Brings Senior Leadership Experience from LPL Financial and Fidelity Wealth TechnologiesAppointment Enhances Haven Tower Advisory Board as Firm Continues Expansion Through Strategic Alliance with Ascentix
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Jul 30, 2026, 12:34 ET Drew Grider Named No. 26 on Forbes Best-In-State Wealth Advisors 2026 List for the Chicago Suburbs
offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Tax related services offered through Leelyn Smith Tax, LLC, a separate legal entity not affiliated with LPL Financial. LPL Financial does
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Jul 30, 2026, 11:30 ET Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel
independent advisory firms across the country. Earlier in his career, Marrin held leadership and business development roles at Schwab Institutional and LPL Financial.Throughout his career, Marrin has specialized in helping independent advisors and RIA firms build and scale successful practices, with
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Jul 28, 2026, 12:19 ET Next Bridge Hydrocarbons Releases Share Registration Data
LPL FINANCIAL141,326LPL FINANCIAL LLC
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