WealthManagement.comFoundations for Capturing Ideal Clients When Confidence Is FallingWealthManagement.comThe T&E Inner Circle | Planning With EmbryosFinancial PlanningNew Kitces research pegs the winners and losers in marketing ROIInvestmentNewsPave Finance secures $15 million in oversubscribed series AInvestmentNewsAdam Dell's Domain Money lays off advisors, citing AI and efficiencyFinancial PlanningYour client just came into millions. Now what?WealthManagement.comLPL Advisors Stay Put After OSJ Defects to CeteraWealthManagement.comColumbia Threadneedle, Hamilton Lane Partner on Public/Private ProductsInvestmentNewsFaced with a referral well that has run dry, this is what advisors need to do, says Michael KitcesInvestmentNewsDeceased former LPL broker in Texas focus of investor complaintsWealthManagement.comPeople Moves: $29B Choreo Hires Chief People Officer From Edelman FinancialAdvisorHubCreative Planning to Buy Institutional Consultant Advising on $4.3TInvestmentNewsModernizing Rule 2210: What FINRA’s recent proposals signal for broker-dealer communicationsInvestmentNewsAlphaCore launches family office unit with $5B Streamline acquisitionFinancial PlanningRetirement vs. kids' college — helping clients with tough savings choicesWealthManagement.comGrayscale Launches Model Portfolios Focused on Digital AssetsFinancial Advisor MagazineSavant Buys Two Illinois Practices, Rebrands Tax DivisionAdvisorHubNewEdge Hauls In $1.2 Billion UBS Team in MinnesotaWealthManagement.comFoundations for Capturing Ideal Clients When Confidence Is FallingWealthManagement.comThe T&E Inner Circle | Planning With EmbryosFinancial PlanningNew Kitces research pegs the winners and losers in marketing ROIInvestmentNewsPave Finance secures $15 million in oversubscribed series AInvestmentNewsAdam Dell's Domain Money lays off advisors, citing AI and efficiencyFinancial PlanningYour client just came into millions. Now what?WealthManagement.comLPL Advisors Stay Put After OSJ Defects to CeteraWealthManagement.comColumbia Threadneedle, Hamilton Lane Partner on Public/Private ProductsInvestmentNewsFaced with a referral well that has run dry, this is what advisors need to do, says Michael KitcesInvestmentNewsDeceased former LPL broker in Texas focus of investor complaintsWealthManagement.comPeople Moves: $29B Choreo Hires Chief People Officer From Edelman FinancialAdvisorHubCreative Planning to Buy Institutional Consultant Advising on $4.3TInvestmentNewsModernizing Rule 2210: What FINRA’s recent proposals signal for broker-dealer communicationsInvestmentNewsAlphaCore launches family office unit with $5B Streamline acquisitionFinancial PlanningRetirement vs. kids' college — helping clients with tough savings choicesWealthManagement.comGrayscale Launches Model Portfolios Focused on Digital AssetsFinancial Advisor MagazineSavant Buys Two Illinois Practices, Rebrands Tax DivisionAdvisorHubNewEdge Hauls In $1.2 Billion UBS Team in Minnesota

LPL FINANCIAL

LPL CEO Rich Steinmeier finally unveils AI-powered 'LPL Latitude' to show his firm's solidly in the artificial intelligence game and ready to counter Altruist's Hazel after months of stock-price depression

LPL shares rose $10.68 to $343 or 3.22% after Rich Steinmeier promised 'agentic' AI as part of $2-billion tech spend, but not AI that can directly advise investors; the LPL stock price was as low as $265 last month
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Jul 2901:05 ETRIABiz

LPLA-1.13%

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