Invex Financial, which manages $120 million, joins LPL's broker/dealer, corporate RIA and custodial platforms.

Nothing divides advisors quite like a college savings account.

LPL Financial could add 35 advisors and $2 billion in assets through an asset purchase of E.K. Riley.

Emigrant Partners has made an investment in the California-based firm, marking its third deal since the pandemic started.

Lakeview Capital Partners, which manages $3.3 billion in client assets, received $581,000 and intends to apply for forgiveness next month, according to a newly updated Form ADV.

USAA members accessing investment products and services are being directed to Schwab.

The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to 'maintain headcount and compensation,' according to a new Form ADV.

Disciplinary hearings that historically had to be done in person or by phone can be conducted via videoconferencing, the CFP Board said.

Thoroughbred Financial Services said the loan would be used to support payroll and other expenses allowed under the program's guidelines, according to the firm's updated Form ADV.

From virtual home office advisor recruiting visits to videoconferencing, firms are seeing massive growth in digital interest.