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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...
Advisor Tech Talk (Week of 8/10/26)
Hey folks, stop us if you’ve heard this one, but it was another busy week...
Wait a minute, no, it wasn’t such a busy week in...
AI & Finance™ | News for the Week Ending 8/7/26
Another week, another new era.
Stop us if you’ve heard something like this before: we’ve entered a new phase in artificial intelligence.
It seems like we’re always entering new phases.
Welcome to AI...
Stephen Langlois, Who Led Fidelity’s eMoney Acquisition, Joins Haven Tower Advisory Board
Former Kestra executive brings platform leadership and advisor technology experience as the communications firm approaches its 15th anniversary.
The executive who led Fidelity's acquisition of...
Advisor Tech Talk (Week of 8/3/26)
The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with...
Advisor Tech Talk (Week of 7/20/26)
It’s always nice when financial advisor technology surprises us—and it certainly did so this week.
See, we’re in what we consider the...