Anthropic's new Claude integrations target RIAs, broker dealers, custodians, TAMPs, as new research from DeepVest finds ...

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...

Heather Pelant joined the firm as managing director and wealth advisor, bringing more than two decades of experience working ...

Though limited in detail, the expanded relationship comes as Anthropic launches a broader effort to work with RIAs, investment banks, and custodians.

Dworetsky’s decision to join LPL and Lighthouse Private Wealth was driven by his desire to ensure continuity, long-term support and multigenerational service for his clients.

Those let go represented about 3% of the firm, she said. Meanwhile, LPL has 300 open positions in priority areas, and Roche said people who were laid off were welcome to apply for those growth roles.

LPL Financial has acquired a minority stake in Private Advisor Group, a Morristown, N.J.-based RIA and office of supervisory jurisdiction (OSJ) of LPL with $41.3 billion under management. The ...

A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, their current and former firms. For nearly a year, two of the largest wealth ...