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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
