LPL Financial has been recognized by Newsweek as a “Most Responsible Company” for 2023, the third time it has received that recognition.
Approximately 2,000 publicly traded companies were reviewed for the Newsweek ranking, and only those that had published a corporate sustainability report were considered, LPL said in a press release Wednesday.
An analysis of publicly available performance data in the environmental, social and corporate governance categories determined the winners. Responses to a survey of 11,000 U.S. citizens about their perceptions of the companies related to corporate social responsibility also played a role in producing the final ranking.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
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.
