LPL Financial

Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.

LPL saw its net income swell while considering price changes meant to lower payouts on client assets.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.