by Malik Runswick | Sep 16, 2021 | Business Ownership
CHARLOTTE, N.C., Sept. 13, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors David Crossan CFP®, CLU®, CRC®, and John Stephens, Jr. have teamed up to open a new independent practice through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The […]
by Malik Runswick | Sep 15, 2021 | Business Education
Collaboration to help clients speed modernization with IBM Cloud for Financial Services Paris and Armonk, New York, 14 September 2021Atos and IBM (NYSE: IBM) today announced plans to further expand their global relationship to help banks and insurance companies...
by Malik Runswick | Sep 5, 2021 | Business Ownership
SAN DIEGO, Aug. 05, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Chief Financial Officer Matt Audette will present at the UBS Financial Services Virtual Conference on August 11. The virtual presentation takes place at 1:00 p.m. ET. A live audio...
by Malik Runswick | Sep 5, 2021 | Business Education
CHARLOTTE, N.C., Sept. 01, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that TBT Financial Services has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The advisors reported having served...
by Malik Runswick | Aug 26, 2021 | Business News
CHARLOTTE, N.C., Aug. 12, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that the team at Tower 68 Financial Advisors, led by founder and CEO Ken South, has launched a new independent practice through affiliation with LPL Financial’s...
