In recent weeks, LPL also has welcomed new independent practices from advisors departing Wells Fargo, Commonwealth and Morgan Stanley.
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
Eaglebrook Advisors said its platform already has hundreds of advisors using it to manage more than $100 million in assets.
Bolstered by VC funding, Compound mixes human advice with a technology approach.