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LPL announced the release of the first-of-its-kind annual Advisor Growth Study (AGS) to bring awareness to sustainable growth trends in wealth management.

Seeking more independence, autonomy and more tools to offer to their clients, the team turned to LPL Financial.

The highly accredited team has more than 80 years of industry experience and clients include a diverse range of individuals and businesses.

Clare Market Investments, a registered investment advisor, moves its headquarters to the historic landmark district in Uptown Dallas.

President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients

CEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management.

Emily Field joins the firm’s Management Committee and will lead the HR function, overseeing talent strategy & employee experience for over 9,000 employees.

LPL remains on track to achieve its 90% retention target. Commonwealth will operate as a wholly-owned portfolio company.

SAGA Metals Appoints Accomplished Mining Executive Peter Hogendoorn to Board of Advisors and Engages Xander Capital Partners

Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service at LPL Financial