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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...
The Wealth Consulting Group Adds Jason Ehrlich as Chief Financial Officer and Head of...
Jason Ehrlich has been brought on board The Wealth Consulting Group to serve as Chief Financial Officer and Head of Corporate Development. In this...
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:...
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...
Financial Advisor Digital Marketing in a Post-Pandemic World
While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.
Financial Advisor-Focused WealthTech Takes Center Stage Once More
Over the past decade, fintech has been shaped to a fair extent by two dueling forces: On the one hand, are those who believe the future is in the hands of DIY investors, empowered by advancements in robo-advice (think Betterment), online self-directed trading (think Robinhood), as well as consumer-facing financial planning tools like Personal Capital or Quicken.
Technology’s Evolving Role in Financial Advisor Transitions
As the recruiting wars among independent wealth management firms continue to heat up, Digital Wealth News caught up with Jeff Nash, Founder and CEO of BridgeMark Strategies, to discuss the evolving role of technology in financial advisor transitions from one firm to the other.
Fintech Luminaries – Meet Conor Delaney of Good Life Companies
Digital Wealth News is pleased to bring you our “Fintech Luminaries” series – featuring thought leaders within the digital wealth and blockchain ecosystems. For the next feature in this series, we’d like you to meet Conor Delaney, CEO of Good Life Companies (www.goodlifeco.com), who runs one of the largest and fastest-growing independent hybrid Registered Investment Adviser (RIA) firms and Super-OSJ groups affiliated with LPL Financial.