LPL Financial has “refreshed” its brand, positioning itself as a firm that emphasizes to advisers that “your greatness is our goal.”
“By refreshing the LPL brand, we are bringing our story up to date to demonstrate the unique value we strive to bring to our advisors every day,” Heather Randolph Carter, LPL’s executive vice president and chief marketing and communication officer, said in a release.
The new visuals that are part of the revamp are included on LPL’s websites and on social media channels, and are among the resources accessible to advisers.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
