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FINTECH VIEWS | Reading the Room: Reddit, Reality and the LPL/Commonwealth Deal
The March 2025 acquisition of Commonwealth Financial Network by LPL Financial hit an immediate nerve in wealth management, an industry where consolidation is endemic:...
Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration
In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union
Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...
NewEdge Advisors Appoints Former LPL Recruiting Leader President
Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...
The Week in Digital Wealth (9/29/25)
Integrations thrived, with key players working alongside upstarts. Government interventions remained light.
Headlines to take note of:
Nasdaq and AWS revealed an upgrade to their...
Advisor Tech Talk (Week of 9/15/25)
Just go ahead and consider the whole world a hot mic.
Welcome to another Advisor Tech Talk, and it was a pretty...
Advisor Tech Talk (Week of 9/8/25)
What a week for wealth management!
Welcome to a big edition of Advisor Tech Talk, because after a huge week in wealth...
DWN Publisher Notes For 9/3/25
Friends, this week the Fed’s focus shifted from inflation to jobs, advisor tech lit up with AI, fintech funding went global, digital wealth platforms expanded, and crypto kept regulators on their toes...Read Up!
Advisor Tech Talk (Week of 9/1/25)
They replaced horses, didn’t they?
Welcome to a post-Labor Day Advisor Tech Talk, where we’re going to run down a solid chunk...