LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected over the next several months. It is one of LPL's largest clients.
A 10-year bull market has propelled growth at most RIAs. Yet a group of firms strategically grew at a rate faster than their peers. How are they different?
The new model, which sits inside the independent contractors division, is geared toward advisors who want to drop the Series 7 yet don't want to run their own registered investment advisor.